# VERTEX FINANCIAL ADVISORS LLC

VERTEX FINANCIAL ADVISORS LLC of ELKINS PARK, PA is an SEC-registered investment adviser.

## Registration

- CRD: 300421
- Type: SEC-registered investment adviser
- Location: 8033 OLD YORK ROAD, SUITE 212-B, ELKINS PARK, PA, 19027
- Phone: 267-892-5374
- Latest filing: 2026-03-17
- Regulatory AUM: $22.2M
- Discretionary AUM: $142K
- Non-discretionary AUM: $22.1M
- Clients: 1
- Accounts: 203

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300421/similar
- Related entities: https://search.stillhousedata.com/firm/300421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300421

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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.