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If you would like a spreadsheet version of this list and it's not available online, call the Business Journal circulation department at (717) 236-4300 or email circulation@centralpennbusiness.com. Unless noted otherwise, PDFs are of a list as it appeared in the paper. Spreadsheets contain information on all qualified companies that responded to a survey.

CPBJ ListCentral: the best place for information about businesses in Central Pennsylvania!


Asset managers

Published 24 Jan 2014. Available in html directory, PDF($) and spreadsheet($) formats

Product Records Price Cart
ASSET MANAGERS
file download. (All records that qualify)
25 $12.50 Add to
my cart

Fields included in the ASSET MANAGERS product:

NOTE: Some records may not contain data for every field listed below.

  • Company
  • 2013 assets-under-mgt locally
  • 2012 Assets under local mgt
  • 2013 assets-under-mgt companywide
  • 2012 assets under total mgt
  • 2014 fiduciary
  • 2013 fiduciary
  • 2014 broker
  • 2013 broker
  • 2014 agent
  • 2013 agent
  • 2014 % stocks and bonds
  • 2013 % stocks
  • 2014 % money markets, exchange-traded or mutual funds
  • 2013 % Assets money markets
  • 2014 % variable annuities
  • 2013 % assets annuities
  • 2014 % variable life insurance
  • 2013 % assets life insurance
  • 2014 % other
  • 2013 % assets other
  • CRD number
  • SEC number
  • Is your firm or some of its employees registered reps of an investment broker/dealer?
  • 2013 local revenue
  • 2013 total revenue
  • F-T local employees
  • F-T total employees
  • P-T local employees
  • P-T total employees
  • Parent company
  • Organization type
  • Characteristics
  • Street address
  • P.O. Box
  • City
  • County
  • State
  • Zip + 4
  • Website
  • Company phone
  • Company email
  • Toll-free number
  • Company fax
  • Headquarters municipality
  • Year established locally
  • Local locations
  • Total locations
  • Services provided
  • Local employees
  • Blog url
  • Facebook
  • Twitter handle
  • Top local executive
  • Parent company: (Parent company name)
  • Top local executive and title: (First name, Middle, Last name, Suffix (eg, Jr or CPA), Title, Email)
PDF - 2014 ASSET MANAGERS
PDF file download.
N/A $15.00 Add to
my cart

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