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VFPE ADVISORS LLC
2500 Monroe Blvd.
Suite 100
Audubon, Pennsylvania 19403
Tel: 610-783-6650
About VFPE ADVISORS LLC
VFPE ADVISORS LLC, formally registered with the SEC as VFPE ADVISORS LLC. The firm was established in 02/14/2019. They have over 1 offices throughout the country.
VFPE ADVISORS LLC is a Audubon, Pennsylvania based Financial Planning firm with nearly $173,931,472 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299829 |
| SEC# | 801-114645 |
| Assets Managed by Firm | $173,931,472 |
| No. of Clients | 13 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REFERRAL FEES FROM AFFILIATED ENTITIES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $173,931,472 |
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