Bishop & Company Investment Management, LLC
Bishop & Company Investment Management, LLC is an SEC-registered wealth manager in Erie, PA with $440.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Bishop & Company Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146448, SEC 801-68856, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $440.8M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Erie, PA
- Employees
- 3
- Clients
- 209
- CRD
- 146448
- Ownership
- BISHOP, MICHAEL, WILLIAM
How much AUM does Bishop & Company Investment Management, LLC have?
Bishop & Company Investment Management, LLC reported $440.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Bishop & Company Investment Management, LLC?
Disclosed owners and executives of Bishop & Company Investment Management, LLC include BISHOP, MICHAEL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.