Aeternitas Investment Management, LLC
Firm details
- Headquarters
- Yardley, Pennsylvania
- CRD number
- 338936
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.54%
- Individuals4.37%
- Pension & Profit Sharing Plans4.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aeternitas Investment Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and serves a client base made up primarily of individual and family accounts. It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The firm reports an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- US Government Bonds2%
Owners & executives
1 of 1
Joseph Weidenburner
Founder, President & Chief Investment OfficerCRD 6136484
Contacts
1 of 1
Christine Ahearn
Senior Vice PresidentCRD 4695936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Yardley, PA
Bucks
Location
Yardley, PA
Headquartered in Yardley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 85 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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