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Peter James Roland

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 1726474Firm CRD# 109557
01

About

Peter James Roland 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# 1726474
Firm CRD# 109557
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter James Roland offer?
Peter James Roland specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Peter James Roland's credentials?
Peter James Roland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter James Roland located?
Peter James Roland 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 Peter James Roland charge for services?
Peter James Roland'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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Richard John Volpe — ASSET PLANNING SERVICES LTD.Christine Marie Clark — ASSET PLANNING SERVICES LTD.Sean Mark Roberts — ASSET PLANNING SERVICES LTD.Michael Alan Halvorsen — ASSET PLANNING SERVICES LTD.Roger Small — 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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