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| Hershey Financial Advisers LLC
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|---|---|
| CRD # | 149907 |
| SEC # | 801-128090 |
| CIK # | 0002034214 |
| AUM | 151.7 M (2026-03-31) |
| Employees | 6 (33% Investors, 33% 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) | |
|---|---|---|---|
| Applied Materials Inc /DE | 2.3 | ||
| Denali Holding Inc | 2.2 | ||
| Albemarle Corp | 2.2 | ||
| Align Technology Inc | 1.8 | ||
| APA Corp | 1.8 | ||
| GE Vernova Inc | 1.7 | ||
| Western Digital Corp | 1.6 | ||
| Corning Inc /NY | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 106.3 |
| (b) Individuals (high net worth individuals) | 24 | 44.2 |
| (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 | 2 | 0.4 |
| (h) Charitable organizations | 4 | 0.2 |
| (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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 151.7 |
| By Discretionary | ||
| Discretionary | 917 | 150.4 |
| Non-Discretionary | 29 | 1.3 |
| Total | 946 | 151.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 149.9 | |
| Total | 946 | 151.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002034214] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Infinity Wealth Counsel LLC
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|
OH | 151.9 M |
|
The RENN Wealth Management Group Inc
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Providence Wealth Management LLC
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Delta Wealth Advisors LLC
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151.8 M | |
|
Financial Planning Fort Collins LLC
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Integrated Wealth Strategies LLC
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TX | 151.7 M |
|
Classic Financial & Insurance Services Inc
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CA | 151.6 M |
|
Bartley Financial Advisors LLC
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NH | 151.6 M |
|
Bright Investments LLC
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AL | 151.5 M |