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Robin Little Russo

KUNTZ LESHER CAPITAL LLC·LANCASTER, Pennsylvania
Unclaimed Profile
1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 5058488Firm CRD# 122693
01

About

Robin Little Russo is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with KUNTZ LESHER CAPITAL 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
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# 5058488
Firm CRD# 122693
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robin Little Russo offer?
Robin Little Russo specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Robin Little Russo's credentials?
Robin Little Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Little Russo located?
Robin Little Russo is based in LANCASTER, Pennsylvania, working with KUNTZ LESHER CAPITAL LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Robin Little Russo charge for services?
Robin Little Russo'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 KUNTZ LESHER CAPITAL LLC?
KUNTZ LESHER CAPITAL 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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