PAOLI FINANCIAL ADVISORS, LTD.

Overview

Paoli Financial Advisors, Ltd. is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm identifies its client base as a mix of individual/family and institutional relationships and charges clients on a percentage-of-AUM fee model. Its public filing also lists accounting and law-related activities tied to the business, suggesting an integrated service approach where tax and legal considerations may inform investment decisions. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Its regulatory classification is unclassified, and it reports an individual owner rather than a corporate parent or large chain affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices