CHRISTINE MESSMER, P.C.
Firm details
- Headquarters
- COLLEGEVILLE, Pennsylvania
- CRD number
- 121202
- Registered since
- June 30, 2020
- Website
- www.christinemessmer.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals73.58%
- HNWI26.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Christine Messmer, P.C. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm serves individual and family clients and provides financial planning plus portfolio management for individuals and small businesses. Fee arrangements are non-transactional: the adviser charges hourly fees and fixed fees rather than asset-based advisory fees. Filings indicate the firm is owned by an individual and does not present itself as a multi-state adviser, a pension consultant, or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds62%
- Non-Exchange Traded Equities37%
- Cash & Cash Equivalents1%
Contacts
1 of 1CHRISTINE MESSMER
OwnerCRD 1440290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$112M in ETFs
98%
$110M
0%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $23.8M | 307,817 | 21.18% |
Location
COLLEGEVILLE, PA
MONTGOMERY
Location
COLLEGEVILLE, PA
Headquartered in COLLEGEVILLE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 101 Oak St
- Time zone
- ET (UTC-5)
- Office locations
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