Vertex Financial Advisors LLC

Vertex Financial Advisors LLC (CRD# 300421) is a financial advisory firm headquartered in Elkins Park, PA. They manage $15,037,509 in 93 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

8033 Old York Road, Suite 212-b, Elkins Park, PA 19027

https://www.vertexpa.com

By the Numbers

Total Assets Under Management

15

MILLION
Total Number of Accounts

93

ACCOUNTS
Average Account Value

$161,694

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription 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)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Vertex Financial Advisors LLC

Showing 1 - 1 of 1 top financial advisors.

Gregory Davis

CRD#: 3045160

8033 Old York Road, Suite 212-b, Elkins Park, PA 19027

Gregory Davis (CRD# 3045160) is an Investment Advisor Representative working at Vertex Financial Advisors LLC in Elkins Park, PA and has over 24 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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