MINERVA ADVISORS LLC

50 Monument Road Suite 201
Bala Cynwyd, Pennsylvania 19004
Tel: 484-434-2258

About MINERVA ADVISORS LLC

MINERVA ADVISORS LLC, formally registered with the SEC as MINERVA ADVISORS LLC. The firm was established in 02/28/2012. They have over 1 offices throughout the country.

MINERVA ADVISORS LLC is a Bala Cynwyd, Pennsylvania based Financial Planning firm with nearly $303,386,699 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161408
SEC#	801-73417
Assets Managed by Firm	$303,386,699
No. of Clients	7
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$303,386,699
High net worth individuals	5	$74,478,929

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