Investment adviser · CRD 145256

KISTLER-TIFFANY ADVISORS

Investment adviser filing (IA)

KISTLER-TIFFANY COMPANIES, LLC

BERWYN, PA, United States · Form ADV filed Apr 17, 2023

Regulatory AUM
$992M
Form ADV · Item 5.F
Client accounts
1,422
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals189$757,536,41976.4%
Individuals357$191,022,51119.3%
Retirement plans5$20,250,5142.0%
Charities5$14,346,2621.4%
Corporations & businesses7$8,773,2570.9%
Filing source

Form ADV 1752879 · Apr 17, 2023 · Item 5.D

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

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: Apr 17, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 BERWYN PARK, 920 CASSATT ROAD, SUITE 205
BERWYN, PA, 19312-1178, United States

CRD 145256

Filing source

Form ADV 1752879 · Apr 17, 2023 · 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.