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Home > Retirement Planners > pennsylvania > hanover > FINANCIAL ADVISORY SERVICES, LLC
FINANCIAL ADVISORY SERVICES, LLC
215 Baltimore Street
Hanover, Pennsylvania 17331
Tel: 717-633-6844
About FINANCIAL ADVISORY SERVICES, LLC
FINANCIAL ADVISORY SERVICES, LLC, formally registered with the SEC as FINANCIAL ADVISORY SERVICES, LLC. The firm was established in 07/05/2018. They have over 3 offices throughout the country.
FINANCIAL ADVISORY SERVICES, LLC is a Hanover, Pennsylvania based Financial Planning firm with nearly $204,397,164 assets under management, offering retirement planning & investment advisory services to 779 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122053 |
| SEC# | 801-113557 |
| Assets Managed by Firm | $204,397,164 |
| No. of Clients | 779 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 779 | $204,397,164 |
| Individuals (other than high net worth individuals) | 217 | $72,450,114 |
| High net worth individuals | 68 | $122,021,514 |
| Charitable organizations | 4 | $1,721,199 |
| Corporations or other businesses | 6 | $8,204,337 |
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|---|---|---|---|
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