Vertex Financial Advisors LLC
Vertex Financial Advisors LLC (CRD# 300421) is a financial advisory firm headquartered in Elkins Park, PA. They manage $15,037,509 in 93 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Vertex Financial Advisors LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$161,694
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA, TX
Financial Advisors at Vertex Financial Advisors LLC
1
Gregory Davis (CRD# 3045160) is an Investment Advisor Representative working at Vertex Financial Advisors LLC in Elkins Park, PA and has over 24 years of experience in the finance industry.
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