Hershey Financial Advisers, LLC
Hershey Financial Advisers, LLC is an SEC-registered mass-market adviser in Lancaster, PA with $151.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Hershey Financial Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149907, SEC 801-128090, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $151.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Lancaster, PA
- Employees
- 6
- Clients
- 507
- CRD
- 149907
- Ownership
- BOLL, GREG, DEANNE; BERRY, MATTHEW, DAWSON; BRIGHTBILL, NICHOLAS, RYAN
How much AUM does Hershey Financial Advisers, LLC have?
Hershey Financial Advisers, LLC reported $151.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Hershey Financial Advisers, LLC?
Disclosed owners and executives of Hershey Financial Advisers, LLC include BOLL, GREG, DEANNE, BERRY, MATTHEW, DAWSON, BRIGHTBILL, NICHOLAS, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.