Corbenic Partners is an investment advisor in Bethlehem with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Concannon Wealth Management, LLC
SEC CIK
IRS number
232971139
SEC advisor number
801-72703
FINRA CRD number
158681
AUM ?
$1.11 bn
(as of 22 Mar 22)
Accounts
1,031
(as of 22 Mar 22)
Employees
9
(4 investment advisory or research)
Address
Corbenic Partners
1525 VALLEY CENTER PARKWAY
SUITE 310
BETHLEHEM
PA 18017
1525 VALLEY CENTER PARKWAY
SUITE 310
BETHLEHEM
PA 18017
Phone
610-814-2474
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
9 Oct 20
13F-HR
Quarterly holdings report by institutional manager
17 Jul 20
13F-HR
Quarterly holdings report by institutional manager
16 Apr 20