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PAOLI FINANCIAL ADVISORS, LTD.
CRD 174361
73 CHESTNUT ROAD, PAOLI, PA, 19301, United States
Phone
610-526-2790
Fax
610-526-2790
Registration
— (—)
Source
State registered
Total AUM
$10.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $5.2M |
| Pension/profit sharing plans | 5 | $5.5M |
Official SEC filing: View on IAPD