Lisa
Wilkens

Harding Loevner Lp

CRD#5179380
Investment Advisor
in Bridgewater, NJ

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About this Advisor

Lisa Wilkens is a financial advisor who works in Bridgewater, New Jersey with 10 years of industry experience. Wilkens is currently employed by Harding Loevner Lp. Throughout their career, Wilkens has worked at Harding Loevner Funds, Inc and Quasar Distributors, LLC. Wilkens maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Harding Loevner Lp is a financial advisory business operating out of Bridgewater, NJ. It manages $48 billion in assets under management across its 4,701 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 216 charitable organizations. Of its 4,701 accounts, 81% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely depend on the financial services offered. Fee types billed by Harding Loevner Lp can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

400 Crossing Blvd Fourth Floor
Bridgewater, NJ 08807

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Harding Loevner Lp Brokerage Details

Total Assets Under Management

$47,749,238,231

NJ Average: $10,121,009,343
Total Number of Employees

118

NJ Average: 92
Total Number of Accounts

4,701

NJ Average: 6,978
Average Account Size

$10,157,251

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Lisa Wilkens Work History

Lisa has been registered as a financial advisor for 10 years.*

2017 - Present (7 years)

Quasar Distributors, LLC

2012 - Present (12 years)

Harding Loevner Funds, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lisa Wilkens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harding Loevner Lp

Lisa Wilkens
Bridgewater, NJ
Jared Tramutola
Bridgewater, NJ
Richard Reiter
Somerville, NJ
David Loevner
Somerville, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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