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Curtis Duane Stoltzfus

SEVENONESEVEN CAPITAL MANAGEMENT, LTD·LANCASTER, Pennsylvania
Unclaimed Profile
275 HESS BOULEVARD, LANCASTER, PA 17601CRD# 2602478Firm CRD# 305092
01

About

Curtis Duane Stoltzfus is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
SEVENONESEVEN CAPITAL MANAGEMENT, LTD
FAITHWARD CAPITAL
AUM
$631M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SEVENONESEVEN CAPITAL MANAGEMENT, LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2602478
Firm CRD# 305092
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curtis Duane Stoltzfus offer?
Curtis Duane Stoltzfus specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Curtis Duane Stoltzfus's credentials?
Curtis Duane Stoltzfus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Duane Stoltzfus located?
Curtis Duane Stoltzfus is based in LANCASTER, Pennsylvania, working with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Curtis Duane Stoltzfus charge for services?
Curtis Duane Stoltzfus's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVENONESEVEN CAPITAL MANAGEMENT, LTD?
SEVENONESEVEN CAPITAL MANAGEMENT, LTD has approximately 8 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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