DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 121202
COLLEGEVILLE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTINE MARY MESSMER | Certified Financial Planner | COLLEGEVILLE, PA | 23 | 39 | n/a | no |
| Christopher Anthony Torzone | n/a | COLLEGEVILLE, PA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MESSMER, CHRISTINE, MARY | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | yes | 05/1985 | Nov 8, 2011 | Jan 25, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 22, 2026 | $241M | $1.6M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Jan 10, 2025 | $198M | $1.3M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Jan 25, 2024 | $170M | $1.2M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Jan 25, 2023 | $158M | $1.1M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Feb 4, 2022 | $169M | $1.2M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Feb 25, 2021 | $140M | $1.3M | 1 | 1 | 0 | n/a | n/a |
| 2011 | Jan 23, 2012 | $51.1M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $241M | $198M | 21.5% | $158M | 15.2% | 1 | 1 | 0 | 0 |