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:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
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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