# PAOLI FINANCIAL ADVISORS, LTD.

PAOLI FINANCIAL ADVISORS, LTD. of PAOLI, PA is an SEC-registered investment adviser.

## Registration

- CRD: 174361
- Type: SEC-registered investment adviser
- Location: 73 CHESTNUT ROAD, PAOLI, PA, 19301
- Phone: 610-526-2790
- Latest filing: 2026-03-30
- Regulatory AUM: $10.7M
- Non-discretionary AUM: $10.7M
- Clients: 2
- Accounts: 14

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174361/similar
- Related entities: https://search.stillhousedata.com/firm/174361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174361

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.