275 Hess Boulevard
Suite 100
Lancaster, Pennsylvania 17601
Tel: 717-560-8300
FAITHWARD ADVISORS, LLC, formally registered with the SEC as FAITHWARD ADVISORS, LLC. The firm was established in 09/19/2002. They have over 7 offices throughout the country.
FAITHWARD ADVISORS, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $740,963,285 assets under management, offering retirement planning & investment advisory services to 5347 clients. The firm is staffed with 35 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116978 |
SEC# | 801-61471 |
Assets Managed by Firm | $740,963,285 |
No. of Clients | 5347 |
No. of Advisors | 35 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5347 | $740,963,285 |
Individuals (other than high net worth individuals) | 2438 | $398,013,882 |
High net worth individuals | 135 | $273,642,729 |
Pension and profit sharing plans | Fewer than 5 clients | $17,072,799 |
Charitable organizations | 77 | $44,274,849 |
Corporations or other businesses | 66 | $7,959,026 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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