RIA Intelligence

ADARE ASSET MANAGEMENT, LLC

CRD #152471 SEC #801-124714 LANCASTER, PA 717-435-9386
SEC Registered
Total AUM
$150.1M
Discretionary
$142.5M
Employees
1
Clients
--
Accounts
221

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEERY, TIMOTHY, NEILIMEMBERE Control
DEERY, TIMOTHY, NEILICHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBERE Control
DEERY, TIMOTHY, NEILICHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBERE Control
DEERY, TIMOTHY, NEILICHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBERE Control
DEERY, TIMOTHY, NEILICHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBER & CHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBER & CHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBER & CHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBER & CHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBER & CHIEF COMPLIANCE OFFICERE Control
DEERY, TIMOTHY, NEILIMEMBERD Control
DEERY, TIMOTHY, NEILIMEMBERD Control
DEERY, TIMOTHY, NEILIMEMBERD Control
DEERY, TIMOTHY, NEILIMEMBERD Control
MAGUIRE, ALEXANDER, ANDERSONIMEMBERD Control
MAGUIRE, ALEXANDER, ANDERSONICHIEF COMPLIANCE OFFICERD Control
MAGUIRE, ALEXANDER, ANDERSONIMEMBERD Control
MAGUIRE, ALEXANDER, ANDERSONICHIEF COMPLIANCE OFFICERD Control
MAGUIRE, ALEXANDER, ANDERSONIMEMBERD Control
MAGUIRE, ALEXANDER, ANDERSONICHIEF COMPLIANCE OFFICERD Control
MAGUIRE, ALEXANDER, ANDERSONIMEMBERD Control
MAGUIRE, ALEXANDER, ANDERSONICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (2)

NJ PA

Address

1853 WILLIAM PENN WAY
SUITE 14
LANCASTER, PA 17601
United States
Phone: 717-435-9386