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VFPE ADVISORS LLC

2500 Monroe Blvd.
Suite 100
Audubon, Pennsylvania 19403
Tel: 610-783-6650

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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 StatusApproved
Firm CRD#299829
SEC#801-114645
Assets Managed by Firm$173,931,472
No. of Clients13
No. of Advisors7

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 ClientsAUM
Firm Total13$173,931,472

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