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Building 2FAITHWARD CAPITAL

Map pinLANCASTER, PA
Phone(844) 970-4055
NotebookSEC #801-117445
Total AUM
$922.7M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 HESS BOULEVARD
SUITE 202
LANCASTER
PA 17601
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(844) 970-4055

ReceiptFinancials

Total AUM
$922.7M
Accounts
6,427
Discretionary
$683.9M
Accounts
5,860
Non-Discretionary
$238.8M
Accounts
567

ContactClients

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Individual Clients
1
AUM
$84.7K
Investment Advisor Clients
1
AUM
$922.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation FindingSEC/CFTC Violation Finding
State Registrations
PASC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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