Firm profile

CHRISTINE MESSMER, P.C.

COLLEGEVILLE, PACRD 121202Latest ADV January 22, 2026

Christine Messmer, P.C. is an SEC registered investment adviser organized as a corporation with a primary office location in Collegeville, PA. Its latest Form ADV filing, dated January 22, 2026, reports $241M in regulatory assets under management, 1 employee, and 206 accounts.

Assets Under Management
$241M
Employees
1
Offices
--
Total Clients
206
Primary office
COLLEGEVILLE, PA
101 OAK STREET, COLLEGEVILLE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristine M. Messmer

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 96.6% of total clients.
Top client categories% of clientsClients
1
Individuals
96.6%
199
2
HNWI
3.4%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$241Mas of January 22, 2026
Discretionary0.7%
$2M
1% of total RAUM0.7%
Non-discretionary99.3%
$239M
99% of total RAUM99.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$241M
Total Accounts206
10Y AUM Change+$123M (+105.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee206:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.