A
$159.3M Total AUM
$151.3M Disc. AUM
11.3% 3Y CAGR
1 Employees
81 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-2009
- Office Locations
- 1
Office Locations
1853 William Penn WAY Suite 14 Lancaster PA
About Adare Asset Management, LLC
Adare Asset Management, LLC is a Lancaster-based RIA. The firm has been operating for 16 years. Managing $159.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
53 AVG AGE
$159.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY NEIL DEERY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2417070
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,263,255 | $706,838 |
| Non-Discretionary | $8,038,419 | $893,158 |
| Total | $159,301,674 | $714,357 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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