Philadelphia Investment Partners, LLC

Philadelphia Investment Partners, LLC (CRD# 122733) is a financial advisory firm headquartered in Voorhees Township, NJ. They manage $107,757,856 in 288 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043
http://piplp.com/
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $374,159
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Philadelphia Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Francis Bonner, financial advisor Voorhees Township NJ
Francis J. Bonner
CRD#: 2804063
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043

Francis Bonner (CRD# 2804063) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Voorhees Township, NJ and has over 19 years of experience in the finance industry.

2
Shannon McCue, financial advisor Haddon Township NJ
Shannon L. McCue
CRD#: 5910807
Haddon Township, NJ

Shannon McCue (CRD# 5910807) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Haddon Township, NJ and has over 12 years of experience in the finance industry.

3
Peter Zeuli, financial advisor Voorhees Township NJ
Peter C. Zeuli
CRD#: 2270832
Devonshire, 1233 Haddonfield-berlin Rd. Unit 7, Voorhees Township, NJ 08043

Peter Zeuli (CRD# 2270832) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Voorhees Township, NJ and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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