Bishop & Company Investment Management, LLC
Firm details
- Headquarters
- Erie, Pennsylvania
- CRD number
- 146448
- Registered since
- February 12, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.81%
- Individuals7.21%
- Charitable Organizations4.57%
- Pension & Profit Sharing Plans2.33%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bishop & Company Investment Management, LLC is an independent, owner-operated registered investment adviser. The firm is SEC-registered (initial registration in 2008) and serves both high-net-worth individuals and families as well as institutional clients. Its client engagements combine financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee billing for non-discretionary work. The firm’s publicly reported asset mix and holdings indicate a portfolio approach built around pooled funds and ETFs rather than direct-stock concentration. Bishop & Company is not identified as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$350M in ETFs
83%
$290M
17%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $60.5M | 280,096 | 17.31% |
Location
Erie, PA
Erie
Location
Erie, PA
Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.
- Metro area
- Erie-Meadville, PA
- Region
- Northeast
- County
- Erie
- Address
- 1250 Tower Ln
- Time zone
- ET (UTC-5)
- Office locations
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