Wheatland Advisors Inc.
Wheatland Advisors Inc. (CRD# 105026) is a financial advisory firm headquartered in Lancaster, PA. They manage $114,716,471 in 181 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management115MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$633,793
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, PA, TX
Financial Advisors at Wheatland Advisors Inc.
No Advisor Found.
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