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EAGLE ROCK FINANCIAL ADVISERS, LTD.
CRD 125749 · SEC 801-66739
2501 OREGON PIKE, SUITE 104, LANCASTER, PA, 17601, United States
Phone
717-569-4577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.9M
Discretionary AUM
$48.9M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $24.3M |
| High net worth individuals | 15 | $24.6M |
All web addresses on file
Official SEC filing: View on IAPD