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Building 2EHD ADVISORY SERVICES, INC.

Map pinLANCASTER, PA
Phone717-390-4336
NotebookSEC #801-68858
Total AUM
$126.4M
Employees
6
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1857 WILLIAM PENN WAY
LANCASTER
PA 17601
United States
Operating Hours
8:00 A.M.-4:30 P.M.
Monday - Friday
Phone
717-390-4336

ReceiptFinancials

Total AUM
$126.4M
Accounts
383
Discretionary
$124.6M
Accounts
363
Non-Discretionary
$1.8M
Accounts
20

ContactClients

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Individual Clients
160
AUM
$48.6M
HNW Individual Clients
30
AUM
$62M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
7
AUM
$12.8M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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