Lindenwold Advisors Inc.

CRD 308454SEC# 801-118561Reading, PA

No longer SEC-registered. Lindenwold Advisors Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$278.6M

Employees

Accounts

336

Location

Reading, PA

Lindenwold Advisors Inc. assets under management

Lindenwold Advisors Inc. operates as an SEC-registered investment adviser based in Reading, PA. It reports $278.6 million in regulatory assets under management and employs 4 people.

View on SEC.gov ↗

Lindenwold Advisors Inc. owners & executives

4 reported

Name	Title	Ownership	Since
James David King Control	President & Chief Compliance Officer	Over 75%	2020
Leon Nicholas Pace	Managing Director	5-10%	2020
Terry Lee Morris	Managing Director	5-10%	2020
████████████	████████████	████████████	$•••

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Frequently asked questions

How much does Lindenwold Advisors Inc. manage?

Lindenwold Advisors Inc. reports $278.6 million in regulatory assets under management on its Form ADV.

How many employees does Lindenwold Advisors Inc. have?

Lindenwold Advisors Inc. reports 4 employees.

Where is Lindenwold Advisors Inc. located?

Lindenwold Advisors Inc. is based in Reading, PA.

Does Lindenwold Advisors Inc. disclose fund performance?

Lindenwold Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	505 Penn Street Suite 200, Reading, PA 19601
Office hours	8:00a.m. - 5:00p.m.
Discloses disciplinary history	No

Assets under management

Discretionary	$273M
Non-discretionary	$5.5M
Total (RAUM)	$278.6M