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Adviser Profile
| As of Date | 03/29/2019 |
| Registration status | Registration Changed to PHILADELPHIA INVESTMENT PARTNERS, LLC |
| ADV Location | VOORHEES, NJ, United States |
| AUM* | 82,849,000 |
| of that, discretionary | 76,965,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 360,213 |
| % High Net Worth | 29.07% |
| SMA’s | Yes |
| 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
- 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
79M
68M
56M
45M
34M
23M
11M
2015
2016
2017
2018
2019