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Building 2NESTLERODE & LOY, INC.

Map pinSTATE COLLEGE, PA
Phone814-238-6249
NotebookSEC #801-112333
Total AUM
$199.1M
Employees
4
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 REGENT COURT, SUITE 202
STATE COLLEGE
PA 16801
United States
Operating Hours
9 AM TO 5 PM (FRIDAY 9 AM TO 4 PM)
Monday - Friday
Phone
814-238-6249

ReceiptFinancials

Total AUM
$199.1M
Accounts
612
Discretionary
$199.1M
Accounts
612
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$69.1M
HNW Individual Clients
47
AUM
$114.6M
Charitable Organization Clients
8
AUM
$15.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDPATXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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