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Bank / Wealth / TrustRIA · CRD 123560SEC-Registered

Updated:

Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors was established in 2002 as a Harrisburg, Pennsylvania-based registered investment advisor. The firm supplies financial...

Overview

Conrad Siegel Investment Advisors was established in 2002 as a Harrisburg, Pennsylvania-based registered investment advisor. The firm supplies financial planning, investment management, and portfolio oversight to its client base. Services center on direct portfolio construction for individuals and institutions. No public data confirm allocations across specific asset classes, co-investments, or fund commitments. Geographic activity remains limited to the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months appear in available records. The firm operates without a disclosed single-family mandate or succession structure tied to a founding wealth source.

General information

Firm type

Bank / Wealth / Trust

Year founded

1964

AUM

$10B

Location

Region

North America

Country

United States

City

Harrisburg

Corporate office

Harrisburg, PA, United States

Frequently asked questions

Who runs investment decisions at Conrad Siegel Investment Advisors?

No named principals or CIO appear in public records. Decision authority remains internal to the firm.

Does Conrad Siegel Investment Advisors participate in fund commitments or only direct deals?

Public information does not specify fund commitments, direct deals, or co-investments.

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