Certior Financial Group LLC

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Assets, Funds, Holdings

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Certior Financial Group LLC
CRD #285502
SEC #801-108506
CIK #
AUM $363.9 MM (2024-03-28)
Employees 10 (70% Investors, 0% Brokers)
Phone610-783-7010
Address20104 Valley Forge Circle
King of Prussia, PA 19406
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
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
WA 0.4
Sage Private Wealth Group LLC
IL 0.4
Physicians Financial Services Inc
NC 0.4
Strategic Advocates LLC
UT 0.4
Alliance Wealth Management Group LLC
NJ 0.4
Aurora Private Wealth Inc
NJ 0.4
Comprehensive Financial Planning Inc
PA 0.4
Capshift Advisors LLC
MA 0.4
Roth Financial Partners LLC
TX 0.4
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