Overview
Assets Under Management: $176 million
Headquarters: VOORHEES, NJ
High-Net-Worth Clients: 55
Average Client Assets: $2.4 million
Frequently Asked Questions
PHILADELPHIA INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122733), PHILADELPHIA INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
PHILADELPHIA INVESTMENT PARTNERS, LLC is headquartered in VOORHEES, NJ.
PHILADELPHIA INVESTMENT PARTNERS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, PHILADELPHIA INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PHILADELPHIA INVESTMENT PARTNERS, LLC manages $176 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, PHILADELPHIA INVESTMENT PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.72%
Average Client Assets: $2.4 million
Total Client Accounts: 343
Discretionary Accounts: 340
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 122733
Filing ID: 2062793
Last Filing Date: 2026-03-25 22:49:17