PAOLI FINANCIAL ADVISORS, LTD.

PAOLI FINANCIAL ADVISORS, LTD. of PAOLI, PA is an SEC-registered investment adviser (CRD 174361). Regulatory assets under management: $10.7M.

Registration

• CRD: 174361
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search