Philadelphia Investment Partners, LLC

RIASEC RegisteredEst. 2025

Total AUM

$176M

Discretionary

$171M

97% of AUM

Avg account

$513K

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: Voorhees, New Jersey
CRD number: 122733
Registered since: June 13, 2025
Website: www.piplp.com
Custodians: INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC, PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI75.72%
State / Municipal Government11.78%
Individuals9.23%
Pension & Profit Sharing Plans3.06%
Corporations / Businesses0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Philadelphia Investment Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Registered with the SEC in 2025, the firm acts as a capital allocator and serves both individual/family and institutional clients. Its compensation mixes a percentage-of-AUM model with performance-based fees. The firm also conducts insurance brokerage alongside advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and the publication of newsletters or periodicals. The firm does not identify as an active ESG investor.