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Jeffrey Donald Tompkins

EHD ADVISORY SERVICES, INC.·LANCASTER, Pennsylvania
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1857 WILLIAM PENN WAY, LANCASTER, PA 17601CRD# 4676378Firm CRD# 127155
01

About

Jeffrey Donald Tompkins is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with EHD ADVISORY SERVICES, INC.. 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
EHD ADVISORY SERVICES, INC.
EHD ADVISORY SERVICES, INC.
AUM
$126M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EHD ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4676378
Firm CRD# 127155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Donald Tompkins offer?
Jeffrey Donald Tompkins specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Jeffrey Donald Tompkins's credentials?
Jeffrey Donald Tompkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Donald Tompkins located?
Jeffrey Donald Tompkins is based in LANCASTER, Pennsylvania, working with EHD ADVISORY SERVICES, INC.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Jeffrey Donald Tompkins charge for services?
Jeffrey Donald Tompkins's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EHD ADVISORY SERVICES, INC.?
EHD ADVISORY SERVICES, INC. has approximately 6 employees and manages $126M 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
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