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Hershey Financial Advisers, LLC

● SEC registered since 2023CRD 149907SEC# 801-128090Lancaster, PA
Export (members)
Reg. AUM
$139.3M
Employees
7
Accounts
991
Location
Lancaster, PA

Hershey Financial Advisers, LLC assets under management

Hershey Financial Advisers, LLC is a registered investment adviser overseen by the SEC based in Lancaster, PA. The firm has been registered since 2023. It reports $139.3 million in regulatory assets under management and employs 7 people.
www.hersheyfinancialadvisers.comView on SEC.gov ↗

Hershey Financial Advisers, LLC owners & executives

3 reported
NameTitleOwnershipSince
Greg Deanne Boll ControlChief Compliance Officer50-75%2013
Matthew Dawson BerryPartner5-10%2020
Nicholas Ryan BrightbillPartner25-50%2020

Frequently asked questions

How much does Hershey Financial Advisers, LLC manage?

Hershey Financial Advisers, LLC reports $139.3 million in regulatory assets under management on its Form ADV.

How many employees does Hershey Financial Advisers, LLC have?

Hershey Financial Advisers, LLC reports 7 employees.

Where is Hershey Financial Advisers, LLC located?

Hershey Financial Advisers, LLC is based in Lancaster, PA and has been SEC-registered since 2023.

Does Hershey Financial Advisers, LLC disclose fund performance?

Hershey Financial Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 North Pointe Blvd, Suite 300, Lancaster, PA 17601
Phone717-295-8888
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$138.3M
Non-discretionary$962K
Total (RAUM)$139.3M