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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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| 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 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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