1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LINDENWOLD ADVISORS INC.

Map pinREADING, PA
Phone610-396-2448
NotebookSEC #801-118561
Total AUM
$278.6M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 PENN STREET SUITE 200
READING
PA 19601
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
610-396-2448
Other Offices
1

ReceiptFinancials

Total AUM
$278.6M
Accounts
336
Discretionary
$273M
Accounts
333
Non-Discretionary
$5.5M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
39
AUM
$9.4M
HNW Individual Clients
74
AUM
$208.9M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Corporation or Business Clients
4
AUM
$52.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account