|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hershey Financial Advisers LLC
✚
|
|
|---|---|
| CRD # | 149907 |
| SEC # | 801-128090 |
| CIK # | 0002034214 |
| AUM | $139.3 M (2025-03-24) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Phone | 717-295-8888 |
| Address | 120 North Pointe Blvd Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 2.0 | ||
| on Semiconductor Corp | 2.0 | ||
| Microchip Technology Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 94.3 |
| (b) Individuals (high net worth individuals) | 43 | 44.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 139.3 |
| By Discretionary | ||
| Discretionary | 964 | 138.3 |
| Non-Discretionary | 27 | 1.0 |
| Total | 991 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 137.3 | |
| Total | 991 | 139.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034214] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intentional Wealth Strategies
✚
|
CO | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
0.1 | |
|
Castleton Partners LLC
✚
|
0.1 | |
|
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 0.1 |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |
|
Arbor Private Wealth LLC
✚
|
VA | 0.1 |
|
Indelible Wealth Group LLC
✚
|
0.1 | |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Steven Feldstein & Associates
✚
|
0.1 | |
|
White Sand Wealth Management LLC
✚
|
MO | 0.1 |