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).
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Total Assets Under Management1,796MILLION
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$1,640,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
Haley Schwartz (CRD# 6022987) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 12 years of experience in the finance industry.
Samuel Ben Ali (CRD# 7816175) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has 1 year of experience in the finance industry.
Brady Goodling (CRD# 6826427) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 4 years of experience in the finance industry.
Joshua Guevin (CRD# 7617292) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has 1 year of experience in the finance industry.
Tyler Harris (CRD# 6209479) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 10 years of experience in the finance industry.
John Jeffrey (CRD# 7617417) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has 1 year of experience in the finance industry.
Nikolas Madonis (CRD# 7294547) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 3 years of experience in the finance industry.
William Onorato (CRD# 3013529) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 3 years of experience in the finance industry.
Jon Peterson (CRD# 7461630) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 2 years of experience in the finance industry.
Maggie Root (CRD# 7494135) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 2 years of experience in the finance industry.