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Building 2ADARE ASSET MANAGEMENT, LLC

Map pinLANCASTER, PA
Phone717-435-9386
NotebookSEC #801-124714
Total AUM
$159.3M
Employees
1
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1853 WILLIAM PENN WAY
SUITE 14
LANCASTER
PA 17601
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
717-435-9386

ReceiptFinancials

Total AUM
$159.3M
Accounts
223
Discretionary
$151.3M
Accounts
214
Non-Discretionary
$8M
Accounts
9

ContactClients

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Individual Clients
11
AUM
$4.5M
HNW Individual Clients
63
AUM
$144.6M
Insurance Company Clients
1
AUM
$3.9M
Corporation or Business Clients
6
AUM
$6.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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