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PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733 · SEC 801-132996
DEVONSHIRE, 1233 HADDONFIELD-BERLIN RD. UNIT 7, VOORHEES, NJ, 08043, United States
Phone
856-210-6779
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$176.0M
Discretionary AUM
$170.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $16.2M |
| High net worth individuals | 55 | $133.2M |
| Pension/profit sharing plans | 3 | $5.4M |
| State/municipal entities | 1 | $20.7M |
| Corporations/business entities | 4 | $377K |
All web addresses on file
Official SEC filing: View on IAPD