The Appalachian Financial Group
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 332275
- Fee structure
- Other
- Services
- Educational Seminars / Workshops
Firm profile
FINTRXOverview
The Appalachian Financial Group is an independent, Pennsylvania-registered limited liability company owned by an individual. The firm is structured as an RIA and, based on regulatory filings, presents advisory activity primarily through educational seminars and workshops rather than through traditional portfolio management or institutional capital allocation. Its reported fee structure is listed as "Other," suggesting non-standard or bespoke billing arrangements rather than a simple asset‑based or hourly model. The firm does not identify itself as an ESG investor and is not documented as serving multistate advisory portfolios.
Assets & Accounts
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
Location
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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