Tyler Wealth Counselors, Inc. (Exton)


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.

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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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.