Philadelphia Investment Partners, LLC

Philadelphia Investment Partners, LLC (CRD# 122733) is a financial advisory firm headquartered in Voorhees Township, NJ. They manage $109,500,000 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $671,779
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

NJ

Financial Advisors at Philadelphia Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter C. Zeuli
CRD#: 2270832
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043
96
Wealthminder
score

Peter Zeuli (CRD# 2270832) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Voorhees Township, NJ and has over 25 years of experience in the finance industry.

2
Francis J. Bonner
CRD#: 2804063
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043
93
Wealthminder
score

Francis Bonner (CRD# 2804063) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Voorhees Township, NJ and has over 13 years of experience in the finance industry.

3
Shannon L. McCue
CRD#: 5910807
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043
93
Wealthminder
score

Shannon McCue (CRD# 5910807) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Voorhees Township, NJ and has over 6 years of experience in the finance industry.

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