NICHE INVESTMENT ADVISORS LLC
Total AUM
$25.2M
Employees
2Clients
110Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2200 RENAISSANCE BLVD.
SUITE 340
KING OF PRUSSIA
PA 19406
United States
SUITE 340
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
610-941-6900
Financials
Total AUM
$25.2M
Accounts
110Discretionary
$25.2M
Accounts
110Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
101AUM
$12.8M
HNW Individual Clients
9AUM
$12.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TERMINATION FEE
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.