Certior Financial Group, LLC
Firm details
- Headquarters
- King Of Prussia, Pennsylvania
- CRD number
- 285502
- Registered since
- October 17, 2016
- Website
- www.certiorfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI76.55%
- Individuals22.71%
- Pension & Profit Sharing Plans0.7%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Certior Financial Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm acts as a capital allocator and serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisors, and pension consulting services. In addition to advisory work, the firm also operates as an insurance broker and sells other financial products. The firm uses multiple fee arrangements — percentage of AUM, fixed fees, and commissions — reflecting a mix of managed accounts and product sales. Certior is not positioned as an ESG‑focused manager and is classified as a single‑state adviser in the provided snapshot.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities12%
- Cash & Cash Equivalents11%
- Private Funds2%
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 7
Elizabeth Shamir
Financial AdvisorCRD 1557600
Gary Gallagher
Financial AdvisorCRD 5745751
Avi Kantor
Financial AdvisorCRD 2203133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$165M in ETFs
66%
$110M
26%
$55.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $13.5M | 400,233 | 8.19% |
Location
King Of Prussia, PA
Montgomery
Location
King Of Prussia, PA
Headquartered in King Of Prussia, 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
- Montgomery
- Address
- 20104 Valley Forge Cir
- Time zone
- ET (UTC-5)
- Office locations
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