TYLER WEALTH COUNSELORS, INC.
CRD #110232 SEC #801-60232 EXTON, PA 610-458-3378
SEC Registered
Total AUM
$20.1M
Discretionary
$0
Employees
10
Clients
10
Accounts
102
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUME, JAMES, GROVER | I | DIRECTOR | NA | |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BORN, DONALD, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| ELKO, RICHARD, ALBERT | I | CHAIRMAN | NA | Control |
| FOSTER, JAMES, H | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | SECRETARY | NA | |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KRECKER, MICHAEL, BAIRD | I | VICE PRESIDENT | NA | |
| KUBINEC, JOHN, ROBERT | I | COMPLIANCE OFFICER | NA | |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| MONNICH, WILLIAM, J | I | SECY./TREAS. | NA | Control |
| PAULUS, THOMAS, DOCHERTY | I | DIRECTOR | NA | Control |
| STETTER, DEBORAH, SUZANNE | I | COMPLIANCE OFFICER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CCO, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CCO, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CFO & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CONTROLLER & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CONTROLLER & TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | CONTROLLER & TREASURER | NA | |
| TYLER, HARRY, ROBERT | I | PRESIDENT | NA | Control |
| TYLER, HARRY, ROBERT | I | PRESIDENT | NA | Control |
| TYLER, HARRY, ROBERT | I | PRESIDENT | NA | Control |
| TYLER, HARRY, ROBERT | I | PRESIDENT | NA | Control |
| WARD, PATRICK, J | I | CEO | NA | Control |
| COMMONWEALTH BANK, NA | DE | 100% SHAREHOLDER | E | Control |
| PATRIOT BANK CORP. | DE | 100% SHAREHOLDER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
| VALLEY FORGE ASSET MANAGEMENT CORP. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COMMONWEALTH BANCORP. | DE | COMMONWEALTH BANK, NA | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
| SUSQUEHANNA BANCSHARES, INC. | DE | VALLEY FORGE ASSET MANAGEMENT CORP. | E | Control |
Registrations
Federal
IA
Feb 6, 2007 REGISTERED
Notice Filings (4)
DE FL NJ PA
Address
717 CONSTITUTION DRIVESUITE 104
EXTON, PA 19341
USA
Phone: 610-458-3378