Investment Advisory, LLC

Investment Advisory, LLC (CRD# 151941) is a financial advisory firm headquartered in , . They manage $50,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $25,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Investment Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James R. Castle
CRD#: 1012860
Springfield, PA
93
Wealthminder
score

James Castle (CRD# 1012860) is an Investment Advisor Representative working at Investment Advisory, LLC in Springfield, PA and has over 35 years of experience in the finance industry.

2
John T. Hausladen
CRD#: 711217
Malvern, PA
93
Wealthminder
score

John Hausladen (CRD# 711217) is an Investment Advisor Representative working at Investment Advisory, LLC in Malvern, PA and has over 36 years of experience in the finance industry.

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