Overview
Assets Under Management: $252 million
Headquarters: READING, PA
High-Net-Worth Clients: 74
Average Client Assets: $3 million
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