Niche Investment Advisors LLC

RIAState Registered
Total AUM
$48.1M
Discretionary
$30M
62% of AUM
Avg account
$224K
Accounts
215
Employees
2
Advisory reps
1

Firm details

Headquarters
King Of Prussia, Pennsylvania
CRD number
311014
Registered since
January 6, 2023
Custodians
CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI34.78%
  • Individuals27.6%
  • Corporations / Businesses24.64%
  • Pension & Profit Sharing Plans12.98%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Niche Investment Advisors LLC is an independent, individually owned limited liability advisory firm registered in Pennsylvania. The firm serves both individuals and families as well as institutional clients, and operates as a capital allocator that hires and monitors third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible, encompassing percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm does not present itself as an active ESG investor and primarily operates within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 8%, US Government Bonds 3%, Investment Grade Corp Bonds 3%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities8%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Arthur Eglington

    Arthur Eglington

    FounderCRD 1932848

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
2200 Renaissance Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth