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Building 2HERSHEY FINANCIAL ADVISERS, LLC

Map pinLANCASTER, PA
Phone717-295-8888
NotebookSEC #801-128090
Total AUM
$151.7M
Employees
6
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 NORTH POINTE BLVD
SUITE 300
LANCASTER
PA 17601
United States
Operating Hours
9-5
Monday - Friday
Phone
717-295-8888
Other Offices
2

ReceiptFinancials

Total AUM
$151.7M
Accounts
946
Discretionary
$150.4M
Accounts
917
Non-Discretionary
$1.3M
Accounts
29

ContactClients

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Individual Clients
475
AUM
$106.3M
HNW Individual Clients
24
AUM
$44.2M
Pension/Profit Sharing Plan Clients
2
AUM
$449.7K
Charitable Organization Clients
4
AUM
$176.4K
Corporation or Business Clients
2
AUM
$526K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLMDNCPATNTX

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

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