Tech stack
No one at Adare Asset Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $72M held · filed Jan 2024
S
Security National Trust Company
Per Form ADV · $55M held · filed Jan 2024
H
Hbw, Inc.
Per Form ADV · $53M held · filed Jan 2024
C
Codorus Valley Company
Per Form ADV · $3M held · filed Jan 2024