DSC FINANCIAL ADVISORS, LTD.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
RICHBORO, Pennsylvania
CRD number
121548
Fee structure
Other

Firm profile

FINTRX

Overview

DSC Financial Advisors, Ltd. is an individually owned corporate advisory entity with a very limited public footprint. The firm is classified as unclassified and is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. It does not register itself as an active ESG investor and its stated fee structure is listed as "Other," which suggests non-standard or bespoke billing arrangements rather than a simple AUM or commission model. Available records show minimal advisory activity; that, together with its noted affiliation with the accounting profession, indicates DSC Financial Advisors operates as a small, advisor-led practice that likely focuses on investment implementation and tax-aware planning delivered in coordination with accountants. The firm does not appear to deploy third-party alternative asset managers, and its service scope is narrow by the attributes provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • WILLIAM SIFER

    Investment AdvisorCRD 4558069

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHBORO, PA

BUCKS

Location

RICHBORO, PA

Headquartered in RICHBORO, 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
BUCKS
Address
981 2nd Street Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth