Overview
Assets Under Management: $252 million
Headquarters: READING, PA
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Frequently Asked Questions
LINDENWOLD ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308454), LINDENWOLD ADVISORS INC. is subject to fiduciary duty under federal law.
LINDENWOLD ADVISORS INC. is headquartered in READING, PA.
LINDENWOLD ADVISORS INC. serves 74 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, LINDENWOLD ADVISORS INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LINDENWOLD ADVISORS INC. manages $252 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, LINDENWOLD ADVISORS INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 277
Discretionary Accounts: 274
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 308454
Last Filing Date: 2024-03-19 00:00:00
Website: https://lindenwoldadvisors.com