THE APPALACHIAN FINANCIAL GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
12

Firm details

Headquarters
MECHANICSBURG, Pennsylvania
CRD number
332275
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

The Appalachian Financial Group operates as a single-owner limited liability company that presents itself primarily as an educational advisory resource. Its regulatory registration year is not listed in the source data. The firm's core advisory activity is delivering educational seminars and workshops rather than acting as a traditional investment manager or capital allocator. It is classified as an unclassified adviser and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 12
  • Zachary Hogentogler

    Financial AdvisorCRD 5993701

  • DEREK SNIDER

    Financial PlannerCRD 5298141

  • GEORGE SNOOK

    ​Senior PartnerCRD 2911596

Unlock 9 more contacts

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

MECHANICSBURG, PA

CUMBERLAND

Location

MECHANICSBURG, PA

Headquartered in MECHANICSBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
CUMBERLAND
Address
100 Sterling Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth