← Back to searchVisit website
VERTEX FINANCIAL ADVISORS LLC
CRD 300421
8033 OLD YORK ROAD, SUITE 212-B, ELKINS PARK, PA, 19027, United States
Phone
267-892-5374
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.2M
Discretionary AUM
$142K
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $17.2M |
| High net worth individuals | 4 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD