Aexpert Advisory Inc is an adviser based in Lancaster. It manages $21.14 million of regulatory assets for 597 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Pennsylvania.
Aexpert Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, publication of newsletters, and security ratings or pricing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aexpert Advisory Inc is $21.14 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aexpert Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Aexpert Advisory Inc performs its advisory services is located at 25 West King Street, Lancaster, PA 17603, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 717-390-8780 or by fax 717-390-8781. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.aexpert.com.