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Building 2NICHE INVESTMENT ADVISORS LLC

Map pinKING OF PRUSSIA, PA
Phone610-941-6900
NotebookSEC #801-127080
Total AUM
$25.2M
Employees
2
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 RENAISSANCE BLVD.
SUITE 340
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-941-6900

ReceiptFinancials

Total AUM
$25.2M
Accounts
110
Discretionary
$25.2M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$12.8M
HNW Individual Clients
9
AUM
$12.4M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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