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. The firm serves both individuals/families and institutional clients, and describes itself as a capital allocator that also selects other managers. Its advisory slate includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and publication of periodicals or newsletters. The firm also operates as an insurance broker. Fee arrangements include a percentage of assets under management and the use of performance-based fees. The firm does not present itself as an active ESG investor.