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CERTIOR FINANCIAL GROUP, LLC
20104 Valley Forge Circle
King Of Prussia, Pennsylvania 19406
Tel: 610-783-7010
About CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP, LLC, formally registered with the SEC as CERTIOR FINANCIAL GROUP, LLC. The firm was established in 10/17/2016. They have over 3 offices throughout the country.
CERTIOR FINANCIAL GROUP, LLC is a King Of Prussia, Pennsylvania based Financial Planning firm with nearly $363,862,446 assets under management, offering retirement planning & investment advisory services to 1698 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285502 |
| SEC# | 801-108506 |
| Assets Managed by Firm | $363,862,446 |
| No. of Clients | 1698 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1698 | $363,862,446 |
| Individuals (other than high net worth individuals) | 321 | $103,410,342 |
| High net worth individuals | 141 | $258,048,042 |
| Pension and profit sharing plans | 1 | $2,241,566 |
| Corporations or other businesses | 1 | $162,496 |
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|---|---|---|---|
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