LINDENWOLD ADVISORS INC.
Adviser information for LINDENWOLD ADVISORS INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 274 | $245.1M |
| Non-Discretionary | 3 | $6.8M |
| Total | 277 | $251.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $7.5M |
| HNW Individuals | 66 | $185.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $52.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-118561 |
|---|---|
| SEC ERA File Number | 801-118561 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308454 |
| Legal Entity Identifier | None |
Principal Office
505 PENN STREET SUITE 200READING
PA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 610-396-2448, Fax: N/A
Websites
Chief Compliance Officer
JAMES DAVID KING
PRESIDENT & CHIEF COMPLIANCE OFFICER
505 PENN STREET SUITE 200
READING
PA
United States
Tel:
(610) 396-2448
Fax:
N/A
J****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| King, James, David | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/2020 | > 75% |