Lindenwold Advisors Inc.
CRD 308454SEC# 801-118561Reading, PA
No longer SEC-registered. Lindenwold Advisors Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$278.6M
Employees
4
Accounts
336
Location
Reading, PA
Lindenwold Advisors Inc. assets under management
Lindenwold Advisors Inc. operates as an SEC-registered investment adviser based in Reading, PA. It reports $278.6 million in regulatory assets under management and employs 4 people.
Lindenwold Advisors Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James David King Control | President & Chief Compliance Officer | Over 75% | 2020 |
| Leon Nicholas Pace | Managing Director | 5-10% | 2020 |
| Terry Lee Morris | Managing Director | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Lindenwold Advisors Inc. manage?
Lindenwold Advisors Inc. reports $278.6 million in regulatory assets under management on its Form ADV.
How many employees does Lindenwold Advisors Inc. have?
Lindenwold Advisors Inc. reports 4 employees.
Where is Lindenwold Advisors Inc. located?
Lindenwold Advisors Inc. is based in Reading, PA.
Does Lindenwold Advisors Inc. disclose fund performance?
Lindenwold Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 Penn Street Suite 200, Reading, PA 19601 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$278.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$278.6Mregulatory AUM
Discretionary $273MNon-discretionary $5.5M