Rkl Private Wealth

Rkl Private Wealth (CRD# 122693) is a financial advisory firm headquartered in Lancaster, PA. They manage $1,796,065,985 in 1,095 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
1800 Fruitville Pike, Lancaster, PA 17601
https://vimeo.com/rklcpa
By the Numbers
  • Total Assets Under Management
    1,796
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $1,640,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Rkl Private Wealth
Showing 21 - 22 of 22 top financial advisors.
21
Robert Simons, financial advisor Lititz PA
Robert W. Simons
CRD#: 4587340
Lititz, PA

Robert Simons (CRD# 4587340) is an Investment Advisor Representative working at Rkl Private Wealth in Lititz, PA and has over 3 years of experience in the finance industry.

22
Chad Stauffer, financial advisor Lancaster PA
Chad M. Stauffer
CRD#: 7518372
1800 Fruitville Pike, Lancaster, PA 17601

Chad Stauffer (CRD# 7518372) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has 1 year of experience in the finance industry.

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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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