P. J. ROLAND, LTD.
P. J. ROLAND, LTD. of HARLEYSVILLE, PA is an SEC-registered investment adviser (CRD 109557). Regulatory assets under management: $210.5M.
Registration
- CRD: 109557
- SEC file number: 801-56000
- Type: Registered investment adviser
- 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 | — |
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