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Hauck Edward Albert (Lancaster)


Hauck Edward Albert is an adviser based in Lancaster. It manages $76.68 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.




Hauck Edward Albert provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hauck Edward Albert: assets under management

The assets under management (AUM) of Hauck Edward Albert is $76.68 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.47 million in discretionary accounts and $23.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $362.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hauck Edward Albert for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lancaster

The principal office where Hauck Edward Albert performs its advisory services is located at 1712 Glenbrook Ave, Lancaster, PA 17603 4567, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-293-7172 or by fax 717-293-8722. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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