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, SEC-registered advisory firm organized as an LLC and operating since 2008. The firm serves both individual and family clients as well as institutional clients, and it bills through a mix of percentage-of-AUM, hourly fees, and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.
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%
Contacts
2 of 2Michael Bishop
Associate AdvisorCRD 7960842
MICHAEL BISHOP
Managing MemberCRD 2136453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$313M in ETFs
84%
$264M
16%
$49.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $55.1M | 280,613 | 17.57% |
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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