Lindenwold Advisors

EST. AUM
$278,552,303

CONTACTS
2

CLIENT ACCOUNTS
336

Firm Details

Metro area Philadelphia
CRD Number 308454
Website lindenwoldadvisors.com
Client types

Overview

Lindenwold Advisors was founded by Jim King, drawing on values learned during his childhood working in his family’s grocery store, where service quality and customer care were emphasized. These values continue to shape the company’s approach to client service, product delivery, and community involvement. As of December 31, 2023, Lindenwold Advisors manages more than $245 million in assets, maintains 88 client relationships, and complies with the Global Investment Performance Standards (GIPS®), a recognized standard for presenting investment performance.

Platform Details

Investment Preferences

Alternative Activity