FAITHWARD CAPITAL

275 Hess Boulevard
Suite 202
Lancaster, Pennsylvania 17601
Tel: (844) 970-4055

About FAITHWARD CAPITAL

FAITHWARD CAPITAL, formally registered with the SEC as FAITHWARD CAPITAL. The firm was established in 10/08/2019. They have over 1 offices throughout the country.

FAITHWARD CAPITAL is a Lancaster, Pennsylvania based Financial Planning firm with nearly $631,167,933 assets under management, offering retirement planning & investment advisory services to 4894 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305092
SEC#	801-117445
Assets Managed by Firm	$631,167,933
No. of Clients	4894
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4894	$631,167,933
Individuals (other than high net worth individuals)	Fewer than 5 clients	$90,789
Other investment advisers	Fewer than 5 clients	$585,827,144

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VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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