Overview
Assets Under Management: $166 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 55
Average Client Assets: $2.3 million
Frequently Asked Questions
WHEATLAND 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 #105026), WHEATLAND ADVISORS INC is subject to fiduciary duty under federal law.
WHEATLAND ADVISORS INC is headquartered in LANCASTER, PA.
WHEATLAND ADVISORS INC serves 55 high-net-worth clients according to their SEC filing dated August 31, 2018. View client details ↓
According to their SEC Form ADV, WHEATLAND ADVISORS INC offers portfolio management for individuals. View all service details ↓
WHEATLAND ADVISORS INC manages $166 million in client assets according to their SEC filing dated August 31, 2018.
According to their SEC Form ADV, WHEATLAND ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.51%
Average Client Assets: $2.3 million
Total Client Accounts: 156
Discretionary Accounts: 141
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 105026
Filing ID: 1238575
Last Filing Date: 2018-08-31 11:07:00