Olde Economie Financial Consultants, Ltd. (Baden)

Name: Olde Economie Financial Consultants, Ltd.
Address: 511 State Street, Baden, PA, 15005 1738
Telephone: 724-869-7526

Olde Economie Financial Consultants, Ltd. is a large advisory firm based in Baden. It manages $25 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Olde Economie Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Olde Economie Financial Consultants: assets under management

The assets under management (AUM) of Olde Economie Financial Consultants, Ltd. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olde Economie Financial Consultants, Ltd. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Olde Economie Financial Consultants, Ltd.

Richard John Katterson has been acting as President since 1 Jan 1987. John Edward Jr Toth joined the executive team most recently as the Executive Vp/Sec/Treas/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard John Katterson	President/ceo	1 Jan 1987	50% - 75%	264922
John Edward Jr Toth	Executive vp/sec/treas/cco	1 Jan 1987	50% - 75%	1767355

Based in Baden

The principal office where Olde Economie Financial Consultants, Ltd. performs its advisory services is located at 511 State Street, Baden, PA 15005 1738, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-869-7526 or by fax 724-869-3794. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.oefgroup.com.