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HERSHEY FINANCIAL ADVISERS, LLC
CRD 149907 · SEC 801-128090
120 NORTH POINTE BLVD, SUITE 300, LANCASTER, PA, 17601, United States
Phone
717-295-8888
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.7M
Discretionary AUM
$150.4M
Team
6 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 475 | $106.3M |
| High net worth individuals | 24 | $44.2M |
| Pension/profit sharing plans | 2 | $450K |
| Charitable organizations | 4 | $176K |
| Corporations/business entities | 2 | $526K |
States served
MD, NC, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD