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ROWLEY FINANCIAL
ROWLEY & ASSOCIATES, INC.
CRD 326723
600J EDEN ROAD, SUITE 4, LANCASTER, PA, 17601, United States
Phone
717-509-6060
Fax
717-509-6464
Registration
— (—)
Source
State registered
Total AUM
$97.9M
Discretionary AUM
$97.9M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $51.6M |
| High net worth individuals | 30 | $46.3M |
All web addresses on file
Official SEC filing: View on IAPD