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PROPER FINANCIAL, LLC

CRD 329499

Visit website

744 W LANCASTER AVENUE, SUITE 220, WAYNE, PA, 19087, United States

Phone

484-580-2118

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$65.0M

Discretionary AUM

$65.0M

Team

3 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$25.0M
High net worth individuals22$40.0M

All web addresses on file

Official SEC filing: View on IAPD