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Certior Financial Group LLC
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CRD # | 285502 |
SEC # | 801-108506 |
CIK # | |
AUM | $363.9 MM (2024-03-28) |
Employees | 10 (70% Investors, 0% Brokers) |
Phone | 610-783-7010 |
Address | 20104 Valley Forge Circle King of Prussia, PA 19406 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 264 | 55.9 |
(b) Individuals (high net worth individuals) | 147 | 176.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 8.5 |
(n) Other | 0 | 0.0 |
Total | 1,243 | 240.4 |
By Discretionary | ||
Discretionary | 788 | 153.4 |
Non-Discretionary | 455 | 87.0 |
Total | 1,243 | 240.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 240.4 | |
Total | 1,243 | 240.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
Oliver Capital Management Inc
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|
WA | 0.4 |
Sage Private Wealth Group LLC
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|
IL | 0.4 |
Physicians Financial Services Inc
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|
NC | 0.4 |
Strategic Advocates LLC
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|
UT | 0.4 |
Alliance Wealth Management Group LLC
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|
NJ | 0.4 |
Aurora Private Wealth Inc
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|
NJ | 0.4 |
Comprehensive Financial Planning Inc
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|
PA | 0.4 |
Capshift Advisors LLC
✚
|
MA | 0.4 |
Roth Financial Partners LLC
✚
|
TX | 0.4 |