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Marissa Gerhart Illingworth

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 6389504Firm CRD# 109557
01

About

Marissa Gerhart Illingworth is a registered financial advisor based in HARLEYSVILLE, Pennsylvania, affiliated with P. J. ROLAND, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
P. J. ROLAND, LTD.
CANON CAPITAL INVESTMENT ADVISORY
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at P. J. ROLAND, LTD. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6389504
Firm CRD# 109557
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marissa Gerhart Illingworth offer?
Marissa Gerhart Illingworth specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Marissa Gerhart Illingworth's credentials?
Marissa Gerhart Illingworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marissa Gerhart Illingworth located?
Marissa Gerhart Illingworth is based in HARLEYSVILLE, Pennsylvania, working with P. J. ROLAND, LTD.. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.
How does Marissa Gerhart Illingworth charge for services?
Marissa Gerhart Illingworth's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is P. J. ROLAND, LTD.?
P. J. ROLAND, LTD. has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARLEYSVILLE
Roger Small — P. J. ROLAND, LTD.Richard John Volpe — ASSET PLANNING SERVICES LTD.Christine Marie Clark — ASSET PLANNING SERVICES LTD.Sean Mark Roberts — ASSET PLANNING SERVICES LTD.Peter James Roland — P. J. ROLAND, LTD.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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