NESTLERODE & LOY, INC.
CRD #2907 SEC #801-112333 STATE COLLEGE, PA 814-238-6249
SEC Registered Broker-Dealer
Total AUM
$199.1M
Discretionary
$199.1M
Employees
4
Clients
51
Accounts
612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $199.1M | $199.1M | $0 | 4 | 1 |
| Dec 2024 | $185.2M | $185.2M | $0 | 3 | 2 |
| Jan 2024 | $155.2M | $155.2M | $0 | 3 | 1 |
| Dec 2023 | $155.2M | $155.2M | $0 | 3 | 1 |
| Jan 2023 | $144.1M | $144.1M | $0 | 4 | 3 |
| Dec 2022 | $144.1M | $144.1M | $0 | 4 | 3 |
| Sep 2022 | $167.3M | $167.3M | $0 | 5 | 2 |
| Dec 2021 | $167.3M | $167.3M | $0 | 5 | 2 |
| Dec 2020 | $143.3M | $143.3M | $0 | 4 | 5 |
| Nov 2020 | $126.3M | $126.3M | $0 | 5 | 4 |
| Jun 2020 | $126.3M | $126.3M | $0 | 5 | 4 |
| May 2020 | $126.3M | $126.3M | $0 | 5 | 4 |
| Dec 2019 | $126.3M | $126.3M | $0 | 5 | 4 |
| Dec 2018 | $119.1M | $119.1M | $0 | 5 | 5 |
| May 2018 | $105.3M | $104.7M | $581.9K | 6 | 2 |
| Dec 2017 | $105.3M | $104.7M | $581.9K | 6 | 2 |
| Jul 2012 | $69.6M | $68.7M | $951.6K | 6 | 200 |
| Jun 2012 | $69.6M | $68.7M | $951.6K | 6 | 200 |
| Jun 2012 | $69.6M | $68.7M | $951.6K | 6 | 200 |
| May 2012 | $69.6M | $68.7M | $951.6K | 6 | 200 |
| Apr 2012 | $69.6M | $68.7M | $951.6K | 6 | 200 |
| Dec 2011 | $61.1M | $60.2M | $917.8K | 6 | 200 |
| Dec 2010 | $50M | $49.6M | $423.2K | 10 | -- |
| Dec 2007 | $41.8M | $41.4M | $439.9K | 10 | -- |
| Dec 2006 | $42.7M | $41.1M | $1.6M | 10 | -- |
| Dec 2005 | $38.3M | $36.6M | $1.6M | 10 | -- |
| Jan 2005 | $32.5M | $31.1M | $1.5M | 10 | -- |
| Dec 2003 | $30M | $28.6M | $1.4M | 10 | -- |
DateDec 2025
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees4
Clients1
DateDec 2024
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees3
Clients2
DateJan 2024
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees3
Clients1
DateDec 2023
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees3
Clients1
DateJan 2023
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients3
DateDec 2022
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients3
DateSep 2022
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients2
DateDec 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients2
DateDec 2020
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees4
Clients5
DateNov 2020
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees5
Clients4
DateMay 2020
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees5
Clients4
DateDec 2019
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees5
Clients4
DateDec 2018
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees5
Clients5
DateMay 2018
Total AUM$105.3M
Discretionary$104.7M
Non-Disc.$581.9K
Employees6
Clients2
DateDec 2017
Total AUM$105.3M
Discretionary$104.7M
Non-Disc.$581.9K
Employees6
Clients2
DateJul 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$951.6K
Employees6
Clients200
DateJun 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$951.6K
Employees6
Clients200
DateJun 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$951.6K
Employees6
Clients200
DateMay 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$951.6K
Employees6
Clients200
DateApr 2012
Total AUM$69.6M
Discretionary$68.7M
Non-Disc.$951.6K
Employees6
Clients200
DateDec 2011
Total AUM$61.1M
Discretionary$60.2M
Non-Disc.$917.8K
Employees6
Clients200
DateDec 2010
Total AUM$50M
Discretionary$49.6M
Non-Disc.$423.2K
Employees10
Clients--
DateDec 2007
Total AUM$41.8M
Discretionary$41.4M
Non-Disc.$439.9K
Employees10
Clients--
DateDec 2006
Total AUM$42.7M
Discretionary$41.1M
Non-Disc.$1.6M
Employees10
Clients--
DateDec 2005
Total AUM$38.3M
Discretionary$36.6M
Non-Disc.$1.6M
Employees10
Clients--
DateJan 2005
Total AUM$32.5M
Discretionary$31.1M
Non-Disc.$1.5M
Employees10
Clients--
DateDec 2003
Total AUM$30M
Discretionary$28.6M
Non-Disc.$1.4M
Employees10
Clients--