Faithward Advisors, LLC
Firm details
- Headquarters
- Lancaster, Pennsylvania
- CRD number
- 116978
- Registered since
- September 19, 2002
- Website
- www.ambassadoradvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI60.01%
- Individuals36.06%
- Charitable Organizations3.93%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Faithward Advisors, LLC is an independent SEC-registered registered investment adviser that has been operating since 2002. The firm serves both individual/family and institutional clients and acts as a capital allocator to third‑party managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other structures. Faithward identifies as an active ESG investor and integrates those considerations into its selection and allocation process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities30%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Robert Nayden
Chief Operating OfficerCRD 7094969
Contacts
3 of 19
Dirk Olds
Director of Advisor ServicesCRD 2324104
Daniel Bailey
Financial AdvisorCRD 1819018
Henry Hahn
Client Service AssociateCRD 7556967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$438M in ETFs
53%
$233M
38%
$205M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE CORPORATE BOND ETF (IBD) | Inspire | Passive | Corporate Bond | $40.8M | 1,715,901 | 9.31% |
Location
Lancaster, PA
Lancaster
Location
Lancaster, PA
Headquartered in Lancaster, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 275 Hess Blvd
- Time zone
- ET (UTC-5)
- Office locations
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