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PHILADELPHIA INVESTMENT PARTNERS, LLC
VOORHEES, NJ
856-210-6779
SEC #801-66682Total AUM
$82.8M
Employees
4Clients
94Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
DEVONSHIRE
1233 HADDONFIELD-BERLIN RD. UNIT 7
VOORHEES
NJ 08043
United States
1233 HADDONFIELD-BERLIN RD. UNIT 7
VOORHEES
NJ 08043
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
856-210-6779
Other Offices
1
Financials
Total AUM
$82.8M
Accounts
236Discretionary
$77M
Accounts
230Non-Discretionary
$5.9M
Accounts
6
Clients
Individual Clients
61AUM
$13.7M
HNW Individual Clients
25AUM
$43.5M
Pension/Profit Sharing Plan Clients
5AUM
$6.2M
Government Entity Clients
2AUM
$19.4M
Corporation or Business Clients
1AUM
$27.1K
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NJ
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.