AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 548 | $0.1 |
| Average Individual AUM | $171,995 | |
| HNW | 43 | $0.0 |
| Average HNW AUM | $1,032,389 | |
| Retail Total | 591 | $0.1 |
| Average Retail AUM | $234,596 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 100% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW BERRY | LANCASTER | PA | S65|2015-04-21|S63|2014-03-17 | ||||||
| GERARD CLUNAN | LANCASTER | PA | S63|1999-02-24|S65|2005-12-02 | ||||||
| NICHOLAS BRIGHTBILL | LANCASTER | PA | S63|2007-05-02|S65|2012-11-17 | ||||||
| GREG BOLL | LANCASTER | PA | S63|2000-07-12|S65|2003-11-03 | ||||||
| JAMES POWERS | LANCASTER | PA | S63|1984-12-14 | ||||||
| DAVID SELLERS | LANCASTER | PA | S63|1994-10-12 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 13% | 7 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, FL-06/08/2023, MD-06/08/2023, NC-06/08/2023, PA-06/08/2023, TN-06/08/2023, TX-06/08/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV