Adare Asset Management, LLC
● SEC registered since 2022CRD 152471SEC# 801-124714Lancaster, PA
Reg. AUM
$159.3M
Employees
1
Accounts
223
Location
Lancaster, PA
Adare Asset Management, LLC assets under management
Adare Asset Management, LLC is a registered investment adviser overseen by the SEC based in Lancaster, PA. The firm has been registered since 2022. It reports $159.3 million in regulatory assets under management and employs 1 people.
Adare Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Neil Deery Control | Member & Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Adare Asset Management, LLC manage?
Adare Asset Management, LLC reports $159.3 million in regulatory assets under management on its Form ADV.
How many employees does Adare Asset Management, LLC have?
Adare Asset Management, LLC reports 1 employees.
Where is Adare Asset Management, LLC located?
Adare Asset Management, LLC is based in Lancaster, PA and has been SEC-registered since 2022.
Does Adare Asset Management, LLC disclose fund performance?
Adare Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1853 William Penn Way, Suite 14, Lancaster, PA 17601 |
| Phone | 717-435-9386 |
| Fax | 717-344-5420 |
| Office hours | 8:30-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.3M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$159.3Mregulatory AUM
Discretionary $151.3MNon-discretionary $8M