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Certior Financial Group, Llc
King Of Prussia, Pennsylvania
5.0
2 Reviews
Certior Financial Group, LLC is a local investment advisory firm headquartered in King of Prussia, PA, with two offices. With a team of ten employees, seven of whom specialize in investment advisory services, Certior Financial Group, LLC is dedicated to providing comprehensive financial solutions to its clients. Their average assets under management per investment advisor amount to approximately $34,340,000.
The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts...see more
Assets Under Mgmt
$240.4M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Certior Financial Group, Llc
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