# P. J. ROLAND, LTD.

P. J. ROLAND, LTD. of HARLEYSVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109557
- Type: SEC-registered investment adviser
- SEC file number: 801-56000
- Location: 484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA, 19438
- Phone: 215-723-4881
- Latest filing: 2024-02-20
- Regulatory AUM: $210.5M
- Discretionary AUM: $202.5M
- Non-discretionary AUM: $8.0M
- Clients: 7
- Accounts: 1,088

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| ROLAND PETER JAMES | PRESIDENT | — |
| SMALL ROGER | CHIEF COMPLIANCE OFFICER; SR. INVESTMENT ADVISOR | — |
| WEBB TERRY ANN | DIRECTOR | — |
| ILLINGWORTH MARISSA GERHART | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109557/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109557/similar
- Related entities: https://search.stillhousedata.com/firm/109557/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109557

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.