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FAITHWARD ADVISORS, LLC
LANCASTER, PA
717-560-8300
SEC #801-61471Total AUM
$1.1B
Employees
47Clients
3,114Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
275 HESS BOULEVARD
SUITE 100
LANCASTER
PA 17601
United States
SUITE 100
LANCASTER
PA 17601
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
717-560-8300
Other Offices
6
Financials
Total AUM
$1.1B
Accounts
6,477Discretionary
$813.7M
Accounts
5,910Non-Discretionary
$238.8M
Accounts
567
Clients
Individual Clients
2,732AUM
$379.5M
HNW Individual Clients
304AUM
$631.6M
Pension/Profit Sharing Plan Clients
2AUM
$72.6K
Charitable Organization Clients
76AUM
$41.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES
Compliance
Disclosures
Court Violation FindingSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.