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Building 2RKL PRIVATE WEALTH

Map pinLANCASTER, PA
Phone(717) 399-1700
NotebookSEC #801-66968
Total AUM
$2.5B
Employees
38
Clients
1,051

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 FRUITVILLE PIKE
LANCASTER
PA 17601
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(717) 399-1700
Other Offices
6

ReceiptFinancials

Total AUM
$2.5B
Accounts
2,675
Discretionary
$2.2B
Accounts
2,602
Non-Discretionary
$297.3M
Accounts
73

ContactClients

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Individual Clients
486
AUM
$191.4M
HNW Individual Clients
462
AUM
$1.9B
Pension/Profit Sharing Plan Clients
68
AUM
$318.6M
Charitable Organization Clients
13
AUM
$26.6M
Government Entity Clients
1
AUM
$13.6M
Corporation or Business Clients
21
AUM
$46.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAMAMDNCNENHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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