W
$12.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
-- Harrisburg PA
About William J. Sumski
William J. Sumski is an independent registered investment advisor in Harrisburg, PA providing comprehensive financial, retirement, and estate planning for individuals and families. His investment approach emphasizes disciplined, goal-based portfolio management rather than chasing short-term market trends. Custody platform includes Charles Schwab.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$153.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM JOSEPH SUMSKI
Investment Advisor, Owner
- CRD
- #2109226
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,975,939 | -- |
| Total | $11,975,939 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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