PHILADELPHIA INVESTMENT PARTNERS, LLC
  • PHILADELPHIA INVESTMENT PARTNERS, LLC
  • PHILADELPHIA INVESTMENT PARTNERS, LP

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Adviser Profile

As of Date 06/15/2025
Registration status Registration Changed to PHILADELPHIA INVESTMENT PARTNERS, LLC
ADV Location VOORHEES, NJ, United States
Contact Info 856 xxxxxxx
Websites
AUM* 140,813,547 15%
of that, discretionary 128,879,338 10%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 458,676 14%
% High Net Worth 35.66% 5%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees