LINDENWOLD ADVISORS INC.
CRD #308454 SEC #801-118561 READING, PA 610-396-2448
SEC Registered
Total AUM
$278.6M
Discretionary
$273M
Employees
4
Clients
--
Accounts
336
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KING, JAMES, DAVID | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| King, James, David | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| King, James, David | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Fustos, William, A | I | CONSULTANT | A | |
| MORRIS, TERRY, LEE | I | MANAGING DIRECTOR | A | |
| PACE, LEON, NICHOLAS | I | MANAGING DIRECTOR | A |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (2)
FL PA
Address
505 PENN STREET SUITE 200READING, PA 19601
United States
Phone: 610-396-2448