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CERTIOR FINANCIAL GROUP, LLC
CRD 285502 · SEC 801-108506
20104 VALLEY FORGE CIRCLE, KING OF PRUSSIA, PA, 19406, United States
Phone
610-783-7010
Fax
610-783-1763
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.3M
Discretionary AUM
$409.2M
Team
9 total employees; 7 advisory reps; 36 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 311 | $102.7M |
| High net worth individuals | 165 | $346.2M |
| Pension/profit sharing plans | 1 | $3.2M |
| Corporations/business entities | 1 | $192K |
States served
LA, MA, NJ, NY, PA, SC, WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD