Investment adviser · CRD 125749

EAGLE ROCK FINANCIAL ADVISERS, LTD.

Investment adviser filing (IA)

LANCASTER, PA, United States · Form ADV filed May 10, 2012

Regulatory AUM
$30.1M
Form ADV · Item 5.F
Client accounts
199
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

205 GRANITE RUN DRIVE, SUITE 240
LANCASTER, PA, 17601, United States

CRD 125749

Filing source

Form ADV 646353 · May 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.