Christine Messmer, P.C. (Collegeville)


Christine Messmer, P.C. is an adviser based in Collegeville. It manages $51.12 million of regulatory assets for 427 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Christine Messmer, P.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Christine Messmer, P.C: assets under management

The assets under management (AUM) of Christine Messmer, P.C. is $51.12 million. The company doesn't manage any assets belonging to foreign clients.

Christine Messmer, P.C has custody of $507.25 thousand in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christine Messmer, P.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Christine Messmer, P.C.

Christine Mary Messmer has been acting as President since 1 May 1985. Pasquale Alfred Torzone joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Christine Mary Messmer President 1 May 1985 75% - 100% 1440290
Pasquale Alfred Torzone Chief compliance officer 1 Aug 2006 Other 5170219

Based in Collegeville

The principal office where Christine Messmer, P.C. performs its advisory services is located at 101 Oak Street, Collegeville, PA 19426, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-489-7925 or by fax 610-489-7968. The normal business hours are 9am through 9pm on Monday - Friday. You can find more information about the New York firm at www.christinemessmer.com.