NESTLERODE & LOY, INC.
B60
CRD 2907·SEC 801-112333·STATE COLLEGE, PA
AUM
$199.1M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$597K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $126.3M
'21 · $143.3M
'22 · $167.3M
'23 · $144.1M
'25 · $185.2M
'26 · $199.1M
'20'26
$126.3M → $199.1M▲ +58%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 2 advisors
'20'26
3 advisors → 2 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.