Steven
Hohenwarter

Gradient Advisors, LLC

CRD#6532188
Investment Advisor
in Lancaster, PA

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About this Advisor

Steven Hohenwarter is a financial advisor based in Lancaster, Pennsylvania, working with Gradient Advisors, LLC. Steven has previously held positions at Gradient Advisors, LLC and Assets & Insurance Management. Steven has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Steven is part of Gradient Advisors, LLC, which operates out of Lancaster, Pennsylvania. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

255 Butler Ave Suite 101
Lancaster, PA 17601

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$207,096,853

PA Average: $5,289,111,388
Total Number of Employees

157

PA Average: 157
Total Number of Accounts

2,706

PA Average: 8,262
Average Account Size

$76,532

PA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Hohenwarter Work History

2015 - Present (9 years)

Gradient Advisors, LLC

2004 - Present (20 years)

Assests & Insurance Management

Disclosures

Please visit the SEC profile of Steven Hohenwarter 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 Gradient Advisors, LLC

Matthew Engstrom
Saint Paul, MN
Shane Segner
Wayzata, MN
Danielle Byrne
Saint Paul, MN
Christian Osborn
Saint Paul, MN
Timothy Kaley
Saint Paul, MN
Inge Babinciuc
Saint Paul, MN
John Dement
Marietta, GA
Nicholas Thornhill
Wilmington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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