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P. J. ROLAND, LTD.
P. J. ROLAND, LTD.
CANON CAPITAL INVESTMENT ADVISORY
HARLEYSVILLE, Pennsylvania
·
4 registered advisors
·
CRD# 109557
SEC# 801-56000
1
215-723-4881
01
Firm Overview
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at P. J. ROLAND, LTD.
4 registered advisors
Marissa Gerhart Illingworth
HARLEYSVILLE, Pennsylvania
CRD# 6389504
Patricia Ann Webb
HARLEYSVILLE, Pennsylvania
CRD# 4332751
Peter James Roland
HARLEYSVILLE, Pennsylvania
CRD# 1726474
Roger Small
HARLEYSVILLE, Pennsylvania
CRD# 2678611
05
Office Locations
HARLEYSVILLE, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. P. J. ROLAND, LTD. (CRD# 109557) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.