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Building 2WHEATLAND ADVISORS INC

Map pinLANCASTER, PA
Phone717-299-6090
NotebookSEC #801-34820
Total AUM
$114.7M
Employees
9
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 OLDE HICKORY ROAD, SUITE 1
LANCASTER
PA 17601
United States
Operating Hours
8-5
Monday - Friday
Phone
717-299-6090
Other Offices
5

ReceiptFinancials

Total AUM
$114.7M
Accounts
181
Discretionary
$109.5M
Accounts
165
Non-Discretionary
$5.3M
Accounts
16

ContactClients

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Individual Clients
53
AUM
$13.8M
HNW Individual Clients
41
AUM
$84.5M
Pension/Profit Sharing Plan Clients
2
AUM
$9.3M
Corporation or Business Clients
2
AUM
$1.9M
Other Clients
16
AUM
$5.3M
Description of Other Clients
NON-DISCRETIONARY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MDPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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