CRD: 149693
Lancaster County Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Wave focus
- Established Date
- 09-18-2009
- Office Locations
- 1
Office Locations
About Lancaster County Financial Group, LLC
Lancaster County Financial Group, LLC is an advisory firm serving individuals and families with financial planning focused on insurance, retirement, estate and tax planning, and wealth preservation. The team provides portfolio construction and investor education/market data resources, typically implementing asset-allocation portfolios using mutual funds and some ETFs. Custody support includes major platforms such as Schwab and Fidelity/NFS.
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Owner & Executives
CHRISTOPHER WILLIAM HASIRCOGLU
Owner, Registered Representative
- CRD
- #2052507
- Ownership
- 75% or more
Logan Eugene Gotshall
PARTNER
- CRD
- #7304166
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,172,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,172,885 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,172,885
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $607,410,106 | 29.2% |
| Other | $268,342,136 | 12.9% |
| Cash | $574,127,360 | 27.6% |
| Equity - Exchange | $630,291,994 | 30.3% |
| Total | $2,080,171,596 | 100.0% |