RKL PRIVATE WEALTH

1800 Fruitville Pike
Lancaster, Pennsylvania 17601
Tel: (717) 399-1700

About RKL PRIVATE WEALTH

RKL PRIVATE WEALTH, formally registered with the SEC as RKL PRIVATE WEALTH. The firm was established in 06/30/2006. They have over 7 offices throughout the country.

RKL PRIVATE WEALTH is a Lancaster, Pennsylvania based Financial Planning firm with nearly $1,796,065,985 assets under management, offering retirement planning & investment advisory services to 1095 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122693
SEC#	801-66968
Assets Managed by Firm	$1,796,065,985
No. of Clients	1095
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1095	$1,796,065,985
Individuals (other than high net worth individuals)	587	$221,807,003
High net worth individuals	416	$1,282,688,398
Pension and profit sharing plans	68	$258,784,668
Charitable organizations	11	$9,530,259
Corporations or other businesses	11	$11,919,453

More Retirement Planning firms in Lancaster, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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