Nestlerode & Loy, Inc.
Nestlerode & Loy, Inc. is an SEC-registered mass-market adviser in State College, PA with $199.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Nestlerode & Loy, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 2907, SEC 801-112333, data through 2025-12-23.
- AUM (assets under management / regulatory AUM)
- $199.1M (2025-12-23)
- Firm type
- Mass-Market Adviser
- Location
- State College, PA
- Employees
- 4
- Clients
- 270
- CRD
- 2907
- Ownership
- NESTLERODE, DANIEL JARED; LOY, JUDY LYNNE; SMALL, JOHN RICHARD; BERTHOLD, JODY MARIE; SHARER, JODY MARIE
How much AUM does Nestlerode & Loy, Inc. have?
Nestlerode & Loy, Inc. reported $199.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-23).
Who owns Nestlerode & Loy, Inc.?
Disclosed owners and executives of Nestlerode & Loy, Inc. include NESTLERODE, DANIEL JARED, LOY, JUDY LYNNE, SMALL, JOHN RICHARD, BERTHOLD, JODY MARIE, SHARER, JODY MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.