VERTEX FINANCIAL ADVISORS LLC

VERTEX FINANCIAL ADVISORS LLC of ELKINS PARK, PA is an SEC-registered investment adviser (CRD 300421). Regulatory assets under management: $22.2M.

Registration

• CRD: 300421
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search