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Julie A Englert

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania
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1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 7893519Firm CRD# 122693
01

About

Julie A Englert is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RKL WEALTH MANAGEMENT LLC. 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
RKL WEALTH MANAGEMENT LLC
RKL PRIVATE WEALTH
AUM
$1.8B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at RKL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7893519
Firm CRD# 122693
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie A Englert offer?
Julie A Englert specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Julie A Englert's credentials?
Julie A Englert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie A Englert located?
Julie A Englert is based in LANCASTER, Pennsylvania, working with RKL WEALTH MANAGEMENT LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Julie A Englert charge for services?
Julie A Englert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RKL WEALTH MANAGEMENT LLC?
RKL WEALTH MANAGEMENT LLC has approximately 35 employees and manages $1.8B 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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