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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.