PROPER FINANCIAL, LLC

PROPER FINANCIAL, LLC of WAYNE, PA is an SEC-registered investment adviser (CRD 329499). Regulatory assets under management: $65.0M.

Registration

• CRD: 329499
• Type: Registered investment adviser
• Location: 744 W LANCASTER AVENUE, WAYNE, PA, 19087
• Phone: 484-580-2118
• Latest filing: 2026-03-03
• Regulatory AUM: $65.0M
• Discretionary AUM: $65.0M
• Clients: 3
• Accounts: 122

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 329499 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search