Tyler Wealth Counselors, Inc. (Exton)

Name: Tyler Wealth Counselors, Inc.
Address: 717 Constitution Drive, Exton, PA, 19341
Telephone: 610-458-3378

Tyler Wealth Counselors, Inc. is an adviser based in Exton. It manages $20.08 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001.

Tyler Wealth Counselors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tyler Wealth Counselors: assets under management

The assets under management (AUM) of Tyler Wealth Counselors, Inc. is $20.08 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tyler Wealth Counselors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Careers at Tyler Wealth Counselors, Inc.

Harry Robert Tyler has been acting as President since 1 Jan 2000. Janice Trojan Lessman joined the executive team most recently as the President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Na Commonwealth Bank	100% shareholder	1 Jan 2000	75% - 100%	23-2760253
Harry Robert Tyler	President	1 Jan 2000	Other	451126
Patrick J Ward	Ceo	1 Jan 2000	Other	4393813
William J Monnich	Secy./treas.	1 Jan 2000	Other	4393815
Patrick Joseph Ward	Ceo	1 Jan 2000	Other	4393813
Citizens Bank Of Pennsylvania	100% shareholder	1 Jan 2003	75% - 100%	23-3097422
Patriot Bank Corp.	100% shareholder	1 Sep 2003	75% - 100%	23-0985075
Richard A. Elko	Chairman	1 Dec 2003	Other	4731271
Thomas Docherty Paulus	Director	1 Dec 2003	Other	2159009
James Blume	Director	1 Dec 2003	Other	4733322
Richard Albert Elko	Chairman	1 Dec 2003	Other	4731271
James Grover Blume	Director	1 Dec 2003	Other	4733322
Valley Forge Asset Management Corp.	Owner	1 Jun 2004	75% - 100%	23-1910603
Bernard Allen Francis	Director	1 Jun 2004	Other	710809
Janice Trojan Lessman	Executive vice president & director	1 Jun 2004	Other	2615401
Michael Francis Swallow	Controller & treasurer	1 Jun 2004	Other	3241109
James H Foster	Secretary	1 Jun 2004	Other	4824333
James Homer Foster	Secretary	1 Jun 2004	Other	4824333
Donald Louis Born	Senior vice president	1 Jan 2005	Other	26281
Deborah Suzanne Stetter	Compliance officer	1 Jan 2005	Other	2827685
John Robert Kubinec	Compliance officer	1 Jan 2005	Other	1495091
Michael Francis Swallow	Cco, controller & treasurer	1 May 2005	Other	3241109
Michael Baird Krecker	Vice president	1 Nov 2005	Other	2286043
Janice Trojan Lessman	President & director	1 Dec 2005	Other	2615401

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Royal Bank Of Scotland Group	Sole shareholder	1 Dec 1988	75% - 100%	foreign entity
Commonwealth Bancorp.	Owner	1 Jan 2000	75% - 100%	23-2828883
Inc. Citizens Financial Group	Owner	1 Aug 2001	75% - 100%	05-0412693
Inc. Susquehanna Bancshares	Owner	1 Jun 2004	75% - 100%	23-2841099

Based in Exton

The principal office where Tyler Wealth Counselors, Inc. performs its advisory services is located at 717 Constitution Drive, Exton, PA 19341, 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 610-458-3378 or by fax 610-458-3451. The normal business hours are 8:30 a.m.-5: 00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tylerwealth.com.