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NESTLERODE & LOY, INC.
110 Regent Court, Suite 202
State College, Pennsylvania 16801
Tel: 814-238-6249
About NESTLERODE & LOY, INC.
NESTLERODE & LOY, INC, formally registered with the SEC as NESTLERODE & LOY, INC. The firm was established in 01/19/2018. They have over 1 offices throughout the country.
NESTLERODE & LOY, INC. is a State College, Pennsylvania based Financial Planning firm with nearly $185,154,920 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 2907 |
| SEC# | 801-112333 |
| Assets Managed by Firm | $185,154,920 |
| No. of Clients | 594 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 594 | $185,154,920 |
| Individuals (other than high net worth individuals) | 217 | $69,778,774 |
| High net worth individuals | 40 | $101,799,824 |
| Charitable organizations | 8 | $13,576,322 |
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