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STRUBEL INVESTMENT MANAGEMENT, LLC
CRD 151455
1853 WILLIAM PENN WAY, EXECUTIVE OFFICES SUITE 1, LANCASTER, PA, 17601, United States
Phone
717-293-1170
Fax
717-293-4470
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$52.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $32.7M |
| High net worth individuals | 11 | $19.0M |
| Pension/profit sharing plans | 3 | $3.1M |
| Charitable organizations | 1 | $265K |
| Corporations/business entities | 1 | $220K |
All web addresses on file
Official SEC filing: View on IAPD