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Building 2CERTIOR FINANCIAL GROUP, LLC

Map pinKING OF PRUSSIA, PA
Phone610-783-7010
NotebookSEC #801-108506
Total AUM
$452.3M
Employees
9
Clients
478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20104 VALLEY FORGE CIRCLE
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-783-7010
Other Offices
2

ReceiptFinancials

Total AUM
$452.3M
Accounts
1,698
Discretionary
$409.2M
Accounts
1,528
Non-Discretionary
$43.1M
Accounts
170

ContactClients

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Individual Clients
311
AUM
$102.7M
HNW Individual Clients
165
AUM
$346.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Corporation or Business Clients
1
AUM
$191.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMANJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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