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| Financial Advisory Services LLC
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|---|---|
| CRD # | 122053 |
| SEC # | 801-113557 |
| CIK # | 0001862931, 0002099157 |
| AUM | 256.9 M (2026-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 717-633-6844 |
| Address | 215 Baltimore Street Hanover, PA 17331 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Alphabet Inc | 2.2 | ||
| Amazon Com Inc | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.6 | ||
| Netflix Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Facebook Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 91.2 |
| (b) Individuals (high net worth individuals) | 71 | 152.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 698 | 256.9 |
| By Discretionary | ||
| Discretionary | 698 | 256.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 698 | 256.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.9 | |
| Total | 698 | 256.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862931] | |
| 13F-HR | [0002099157] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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