Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > reading > LINDENWOLD ADVISORS INC.
LINDENWOLD ADVISORS INC.
505 Penn Street Suite 200
Reading, Pennsylvania 19601
Tel: 610-396-2448
About LINDENWOLD ADVISORS INC.
LINDENWOLD ADVISORS INC, formally registered with the SEC as LINDENWOLD ADVISORS INC. The firm was established in 04/27/2020. They have over 1 offices throughout the country.
LINDENWOLD ADVISORS INC. is a Reading, Pennsylvania based Financial Planning firm with nearly $251,909,890 assets under management, offering retirement planning & investment advisory services to 277 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308454 |
| SEC# | 801-118561 |
| Assets Managed by Firm | $251,909,890 |
| No. of Clients | 277 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 277 | $251,909,890 |
| Individuals (other than high net worth individuals) | 27 | $7,510,090 |
| High net worth individuals | 66 | $184,970,742 |
| Pension and profit sharing plans | 1 | $6,994,785 |
| Corporations or other businesses | 5 | $52,434,273 |
More Retirement Planning firms in Reading, Pennsylvania:
| 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 |
Explore More Retirement Advisors in Reading, Pennsylvania