PEOPLES FIRST FINANCIAL SERVICES, INC
CRD #113518 SEC #801-60369 ROSEMONT, PA 610-520-0250
SEC Registered
Total AUM
$150M
Discretionary
$75M
Employees
5
Clients
--
Accounts
100
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 19, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEOPLES FIRST FINANCIAL SERVICES, INC | DE | SOLE PROPRIETOR | E | Control |
| TAYLOR, BETTY, ANN | I | OWNER | E | Control |
Registrations
Federal
IA
Jun 19, 2001 REGISTERED
Address
919 CONESTOGA RDBUILDING ONE, SUITE 100
ROSEMONT, PA 19010
USA
Phone: 610-520-0250