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NICHE INVESTMENT ADVISORS LLC
CRD 311014 · SEC 801-127080
2200 RENAISSANCE BLVD., SUITE 340, KING OF PRUSSIA, PA, 19406, United States
Phone
610-941-6900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.1M
Discretionary AUM
$30.0M
Team
2 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; TERMINATION FEE
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $13.3M |
| High net worth individuals | 21 | $16.7M |
| Pension/profit sharing plans | 10 | $6.2M |
| Corporations/business entities | 6 | $11.9M |
All web addresses on file
Official SEC filing: View on IAPD