Lindenwold Advisors Inc.

Lindenwold Advisors Inc. (CRD# 308454) is a financial advisory firm headquartered in Reading, PA. They manage $251,909,890 in 277 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
505 Penn Street Suite 200, Reading, PA 19601
https://www.lindenwoldadvisors.com
By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $909,422
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Lindenwold Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Leon Pace, financial advisor Reading PA
Leon N. Pace
CRD#: 2335126
505 Penn Street Suite 200, Reading, PA 19601

Leon Pace (CRD# 2335126) is an Investment Advisor Representative working at Lindenwold Advisors Inc. in Reading, PA and has over 30 years of experience in the finance industry.

2
James King, financial advisor Reading PA
James D. King
CRD#: 851300
505 Penn Street Suite 200, Reading, PA 19601

James King (CRD# 851300) is an Investment Advisor Representative working at Lindenwold Advisors Inc. in Reading, PA and has over 37 years of experience in the finance industry.

3
Terry Morris, financial advisor Reading PA
Terry L. Morris
CRD#: 841903
505 Penn Street Suite 200, Reading, PA 19601

Terry Morris (CRD# 841903) is an Investment Advisor Representative working at Lindenwold Advisors Inc. in Reading, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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