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Building 2EAGLE ROCK FINANCIAL ADVISERS, LTD.

Map pinLANCASTER, PA
Phone717-569-4577
NotebookSEC #801-66739
Total AUM
$30.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 GRANITE RUN DRIVE
SUITE 240
LANCASTER
PA 17601
United States
Operating Hours
8:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
717-569-4577

ReceiptFinancials

Total AUM
$30.1M
Accounts
199
Discretionary
$27.6M
Accounts
186
Non-Discretionary
$2.5M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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