HERSHEY FINANCIAL ADVISERS, LLC
CRD #149907 SEC #801-128090 LANCASTER, PA 717-295-8888
SEC Registered
Total AUM
$139.3M
Discretionary
$138.3M
Employees
7
Clients
251
Accounts
991
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $139.3M | $138.3M | $962.2K | 7 | 0 |
| Mar 2024 | $123M | $122.1M | $929.2K | 7 | 0 |
| May 2023 | $107.9M | $107.9M | $0 | 8 | 0 |
DateMar 2025
Total AUM$139.3M
Discretionary$138.3M
Non-Disc.$962.2K
Employees7
Clients0
DateMar 2024
Total AUM$123M
Discretionary$122.1M
Non-Disc.$929.2K
Employees7
Clients0
DateMay 2023
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients0