Rowley Financial

Rowley Financial (CRD# 326723) is a financial advisory firm headquartered in Lancaster, PA. They manage $62,219,085 in 434 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
600j Eden Road, Suite 4, Lancaster, PA 17601
https://www.linkedin.com/company/rowley-financial
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $143,362
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Rowley Financial
Showing 1 - 2 of 2 top financial advisors.
1
Richard Rowley, financial advisor Lancaster PA
Richard M. Rowley
CRD#: 6170341
600j Eden Road, Suite 4, Lancaster, PA 17601

Richard Rowley (CRD# 6170341) is an Investment Advisor Representative working at Rowley Financial in Lancaster, PA and has over 10 years of experience in the finance industry.

2
Wendy Rowley, financial advisor Lancaster PA
Wendy H. Rowley
CRD#: 2711072
600j Eden Road, Suite 4, Lancaster, PA 17601

Wendy Rowley (CRD# 2711072) is an Investment Advisor Representative working at Rowley Financial in Lancaster, PA and has over 27 years 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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