Aeternitas Investment Management, LLC

RIASEC Registered
Total AUM
$173M
Discretionary
$165M
96% of AUM
Avg account
$2.6M
Accounts
67
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 7%, State & Local Bonds 6%, US Government Bonds 2%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents7%
  • State & Local Bonds6%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Joseph Weidenburner

    Joseph Weidenburner

    Founder, President & Chief Investment OfficerCRD 6136484

Contacts

1 of 1
  • Christine Ahearn

    Christine Ahearn

    Senior Vice PresidentCRD 4695936

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth