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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2003
- Office Locations
- 1
Office Locations
About Christine Messmer, P.c.
CHRISTINE MESSMER, P.C. is a CFP-led advisory in Collegeville, PA providing financial planning and investment management for individuals, including business owners and entrepreneurs. The firm supports retirement planning, estate planning, insurance and risk management, with portfolios built primarily using mutual funds and fixed income. Clients custodied at Schwab, with a website learning center featuring videos and flipbooks for investor education.
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Owner & Executives
CHRISTINE MARY MESSMER CFP
Agent, Chief Compliance Officer, President
- CRD
- #1440290
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,594,051 | $531,350 |
| Non-Discretionary | $238,965,154 | $1,177,168 |
| Total | $240,559,205 | $1,167,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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