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FAITHWARD ADVISORS, LLC
CRD 116978 · SEC 801-61471
275 HESS BOULEVARD, SUITE 100, LANCASTER, PA, 17601, United States
Phone
717-560-8300
Fax
717-560-8387
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$813.7M
Team
47 total employees; 16 advisory reps; 10 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2732 | $379.5M |
| High net worth individuals | 304 | $631.6M |
| Pension/profit sharing plans | 2 | $73K |
| Charitable organizations | 76 | $41.4M |
States served
VT, CA, CO, DE, GA, IL, IN, KY, LA, MD, MI, MN, NJ, NY, NC, OH, OR, PA, SC, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/AMBASSADORADVISORS/
- https://twitter.com/ambassadoradv
- https://www.youtube.com/channel/UCWLic78Synnnxhzr1JUIHiw
- HTTPS://WWW.FAITHWARDADVISORS.COM
- http://www.instagram.com/ambassadoradvisors
- http://www.gracewealthpartners.com
- http://www.mongerfinancialgroup.com
- http://www.steppfinancialgroup.com
- http://www.faithwardcapital.com
- http://www.faithfuljourneyfoundation.org
- http://www.sevenonesevencapital.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/AMBASSADOR-ADVISORS-LLC/
Official SEC filing: View on IAPD