FAITHWARD ADVISORS, LLC
Adviser information for FAITHWARD ADVISORS, LLC last updated from Form ADV on March 27th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 35 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 13 |
| Registered State Investment Advisers | 13 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5,347 | $741.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5,347 | $741.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,438 | $398.0M |
| HNW Individuals | 135 | $273.6M |
| 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 | $17.1M |
| Charitable organizations | 77 | $44.3M |
| 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 | 66 | $8.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 2000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES |
Principal Office
275 HESS BOULEVARDSUITE 100
LANCASTER
PA
United States
Monday - Friday, 8-5
Tel: 717-560-8300, Fax: 717-560-8387
Websites
www.linkedin.com/company/ambassador-advisors-llc/
www.facebook.com/ambassadoradvisors/
twitter.com/ambassadoradv
www.youtube.com/channel/ucwlic78synnnxhzr1juihiw
www.faithwardadvisors.com
www.instagram.com/ambassadoradvisors
www.gracewealthpartners.com
www.mongerfinancialgroup.com
www.steppfinancialgroup.com
www.faithwardcapital.com
www.faithfuljourneyfoundation.org
www.sevenonesevencapital.com
Chief Compliance Officer
ADRIAN E. YOUNG
MANAGING MEMBER/EXECUTIVE VICE PRESIDENT
275 HESS BLVD
SUITE 100
LANCASTER
PA
United States
Tel:
717-560-8300 X119
Fax:
717-560-8387
A*****@********************M
(Full email address available in API data)
Regulatory Contact
ROBERT NAYDEN
CHIEF OPERATING OFFICER
275 HESS BLVD
SUITE 100
LANCASTER
PA
United States
Tel:
(717)560-8300
Fax:
(717)560-8387
B******@********************M
(Full email address available in API data)
Industry Affiliates
| AEVITAS LAW, PLLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YOUNG, ADRIAN, EVAN | Individual | – | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | 05/2010 | 50-75% |
| BOSTWICK, BERNARD, IRVING | Individual | – | MANAGING MEMBER/PRESIDENT | 05/2010 | 25-50% |
| Nayden, Robert, Turner | Individual | – | COO | 03/2019 | < 5% |
| THE FAITHFUL JOURNEY FOUNDATION | Domestic Entity | – | MEMBER | 01/2022 | 5-10% |
| Nayden, Robert, Turner | Individual | THE FAITHFUL JOURNEY FOUNDATION | PRESIDENT | 01/2022 |