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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2018
- Office Locations
- 1
Office Locations
About Pennsylvania Advisory Services, Inc.
Pennsylvania Advisory Services, Inc. is a Harrisburg, PA wealth management and financial planning firm focused on helping individuals navigate retirement and other life transitions. The team builds and monitors tailored investment strategies and incorporates behavioral finance guidance around market volatility and key planning decisions (e.g., college vs. retirement tradeoffs). Public filings indicate portfolios are primarily implemented with ETFs.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PHILLIP JOHN WILLIAM MILES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1022224
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,600,000 | -- |
| Total | $7,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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