Eca Investment Group Inc is a large advisory firm based in York. It manages $427.7 million of regulatory assets for 1,049 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Eca Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eca Investment Group Inc is $427.7 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eca Investment Group Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Stanley Crooks has been acting as President since 1 Jun 1989. Counsel Financial Llc joined the executive team most recently as the Owner / Shareholder Class A & Class B.
The principal office where Eca Investment Group Inc performs its advisory services is located at 224 St Charles Way, York, PA 17402, which is also the mailing address of the firm. An additional office of the firm is in Hanover, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 717-718-1600 or by fax 717-718-1602. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at counseltrust.com.