PHILADELPHIA INVESTMENT PARTNERS, LLC
Investment Advice|VOORHEES, NJ|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$140.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 128.9M |
| Non-Discretionary | 11.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122733 |
| SEC Number | 801-132996 |
| Street Address | DEVONSHIRE |
| Street Address 2 | 1233 HADDONFIELD-BERLIN RD. UNIT 7 |
| Location | VOORHEES, NJ 08043 |
| Country | United States |
| Phone | 856-210-6779 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 79 |
| High Net Worth Individual… | 51 |
| Pension/Profit Sharing Pl… | 6 |
| Corporations/Businesses | 6 |
| State/Municipal Govt Enti… | 1 |
Community Partners
BOROUGH OF AUDUBON
BOROUGH OF AUDUBON PARK
BOROUGH OF BARRINGTON
BOROUGH OF BELLMAWR
BOROUGH OF BERLIN
BOROUGH OF BROOKLAWN
BOROUGH OF CHESILHURST
BOROUGH OF CLEMENTON
BOROUGH OF COLLINGSWOOD
BOROUGH OF GIBBSBORO
BOROUGH OF HADDONFIELD
BOROUGH OF HI NELLA
BOROUGH OF LAUREL SPRINGS
BOROUGH OF LAWNSIDE
BOROUGH OF LINDENWOLD
BOROUGH OF MAGNOLIA
BOROUGH OF MERCHANTVILLE
BOROUGH OF MOUNT EPHRAIM
BOROUGH OF OAKLYN
BOROUGH OF PINE HILL
BOROUGH OF AUDUBON
BOROUGH OF AUDUBON PARK
BOROUGH OF BARRINGTON
BOROUGH OF BELLMAWR
BOROUGH OF BERLIN
BOROUGH OF BROOKLAWN
BOROUGH OF CHESILHURST
BOROUGH OF CLEMENTON
BOROUGH OF COLLINGSWOOD
BOROUGH OF GIBBSBORO
BOROUGH OF HADDONFIELD
BOROUGH OF HI NELLA
BOROUGH OF LAUREL SPRINGS
BOROUGH OF LAWNSIDE
BOROUGH OF LINDENWOLD
BOROUGH OF MAGNOLIA
BOROUGH OF MERCHANTVILLE
BOROUGH OF MOUNT EPHRAIM
BOROUGH OF OAKLYN
BOROUGH OF PINE HILL
BOROUGH OF AUDUBON
BOROUGH OF AUDUBON PARK
BOROUGH OF BARRINGTON
BOROUGH OF BELLMAWR
BOROUGH OF BERLIN
BOROUGH OF BROOKLAWN
BOROUGH OF CHESILHURST
BOROUGH OF CLEMENTON
BOROUGH OF COLLINGSWOOD
BOROUGH OF GIBBSBORO
BOROUGH OF HADDONFIELD
BOROUGH OF HI NELLA
BOROUGH OF LAUREL SPRINGS
BOROUGH OF LAWNSIDE
BOROUGH OF LINDENWOLD
BOROUGH OF MAGNOLIA
BOROUGH OF MERCHANTVILLE
BOROUGH OF MOUNT EPHRAIM
BOROUGH OF OAKLYN
BOROUGH OF PINE HILL
Municipal Government
35 Active
35
Organizations
BERLIN TOWNSHIP FIRE DISTRICT 1
CAMDEN COUNTY MUNICIPAL UTILITIES AUTHORITY
CAMDEN COUNTY SOIL CONSERVATION DISTRICT
CAMDEN REDEVELOPMENT AGENCY
CHERRY HILL TOWNSHIP FIRE DISTRICT 13
DRPA
GLOUCESTER CITY HOUSING AUTH
GLOUCESTER TOWNSHIP FIRE DISTRICT 1
GLOUCESTER TOWNSHIP FIRE DISTRICT 2
GLOUCESTER TOWNSHIP FIRE DISTRICT 3
GLOUCESTER TOWNSHIP FIRE DISTRICT 4
GLOUCESTER TOWNSHIP FIRE DISTRICT 5
GLOUCESTER TOWNSHIP FIRE DISTRICT 6
HADDON TOWNSHIP FIRE DISTRICT 1
HADDON TOWNSHIP FIRE DISTRICT 3
HADDON TOWNSHIP FIRE DISTRICT 4
HI-NELLA FIRE CO
LINDENWOLD FIRE DISTRICT 1
MERCHANTVILLE PENNSAUKEN WATER COMMISSION
PINE HILL BOROUGH FIRE DISTRICT 1
BERLIN TOWNSHIP FIRE DISTRICT 1
CAMDEN COUNTY MUNICIPAL UTILITIES AUTHORITY
CAMDEN COUNTY SOIL CONSERVATION DISTRICT
CAMDEN REDEVELOPMENT AGENCY
CHERRY HILL TOWNSHIP FIRE DISTRICT 13
DRPA
GLOUCESTER CITY HOUSING AUTH
GLOUCESTER TOWNSHIP FIRE DISTRICT 1
GLOUCESTER TOWNSHIP FIRE DISTRICT 2
GLOUCESTER TOWNSHIP FIRE DISTRICT 3
GLOUCESTER TOWNSHIP FIRE DISTRICT 4
GLOUCESTER TOWNSHIP FIRE DISTRICT 5
GLOUCESTER TOWNSHIP FIRE DISTRICT 6
HADDON TOWNSHIP FIRE DISTRICT 1
HADDON TOWNSHIP FIRE DISTRICT 3
HADDON TOWNSHIP FIRE DISTRICT 4
HI-NELLA FIRE CO
LINDENWOLD FIRE DISTRICT 1
MERCHANTVILLE PENNSAUKEN WATER COMMISSION
PINE HILL BOROUGH FIRE DISTRICT 1
BERLIN TOWNSHIP FIRE DISTRICT 1
CAMDEN COUNTY MUNICIPAL UTILITIES AUTHORITY
CAMDEN COUNTY SOIL CONSERVATION DISTRICT
CAMDEN REDEVELOPMENT AGENCY
CHERRY HILL TOWNSHIP FIRE DISTRICT 13
DRPA
GLOUCESTER CITY HOUSING AUTH
GLOUCESTER TOWNSHIP FIRE DISTRICT 1
GLOUCESTER TOWNSHIP FIRE DISTRICT 2
GLOUCESTER TOWNSHIP FIRE DISTRICT 3
GLOUCESTER TOWNSHIP FIRE DISTRICT 4
GLOUCESTER TOWNSHIP FIRE DISTRICT 5
GLOUCESTER TOWNSHIP FIRE DISTRICT 6
HADDON TOWNSHIP FIRE DISTRICT 1
HADDON TOWNSHIP FIRE DISTRICT 3
HADDON TOWNSHIP FIRE DISTRICT 4
HI-NELLA FIRE CO
LINDENWOLD FIRE DISTRICT 1
MERCHANTVILLE PENNSAUKEN WATER COMMISSION
PINE HILL BOROUGH FIRE DISTRICT 1
Special District
21 Active
21
Organizations
AUDUBON PUBLIC SCH DIST
BARRINGTON SCH DIST
BELLMAWR PUBLIC SCH DIST
BERLIN BOROUGH BOARD OF EDUCATN
BERLIN TWP SCH DIST
BLACK HORSE PIKE REG SCH DIST
BROOKLAWN BORO SCH DIST
CAMDEN CITY SCH DIST
CAMDEN COUNTY COLLEGE
CAMDEN COUNTY EDUCATIONAL SERVICES COMMI
CAMDEN COUNTY TECHNICAL SCHOOL
CAMDEN COUNTY VOCATIONAL SCHOOL DISTRICT
CHERRY HILL SCHOOL DIST
CLEMENTON SCH DIST
COLLINGSWOOD PUBLIC SCHOOL DIST
COUNTY OF CAMDEN
EASTERN CAMDEN CNTY REGIONAL SCHOOL DIST
GIBBSBORO SCH DIST
GLOUCESTER CITY SCHOOL DISTRICT
GLOUCESTER TWP SCH DIST
AUDUBON PUBLIC SCH DIST
BARRINGTON SCH DIST
BELLMAWR PUBLIC SCH DIST
BERLIN BOROUGH BOARD OF EDUCATN
BERLIN TWP SCH DIST
BLACK HORSE PIKE REG SCH DIST
BROOKLAWN BORO SCH DIST
CAMDEN CITY SCH DIST
CAMDEN COUNTY COLLEGE
CAMDEN COUNTY EDUCATIONAL SERVICES COMMI
CAMDEN COUNTY TECHNICAL SCHOOL
CAMDEN COUNTY VOCATIONAL SCHOOL DISTRICT
CHERRY HILL SCHOOL DIST
CLEMENTON SCH DIST
COLLINGSWOOD PUBLIC SCHOOL DIST
COUNTY OF CAMDEN
EASTERN CAMDEN CNTY REGIONAL SCHOOL DIST
GIBBSBORO SCH DIST
GLOUCESTER CITY SCHOOL DISTRICT
GLOUCESTER TWP SCH DIST
AUDUBON PUBLIC SCH DIST
BARRINGTON SCH DIST
BELLMAWR PUBLIC SCH DIST
BERLIN BOROUGH BOARD OF EDUCATN
BERLIN TWP SCH DIST
BLACK HORSE PIKE REG SCH DIST
BROOKLAWN BORO SCH DIST
CAMDEN CITY SCH DIST
CAMDEN COUNTY COLLEGE
CAMDEN COUNTY EDUCATIONAL SERVICES COMMI
CAMDEN COUNTY TECHNICAL SCHOOL
CAMDEN COUNTY VOCATIONAL SCHOOL DISTRICT
CHERRY HILL SCHOOL DIST
CLEMENTON SCH DIST
COLLINGSWOOD PUBLIC SCHOOL DIST
COUNTY OF CAMDEN
EASTERN CAMDEN CNTY REGIONAL SCHOOL DIST
GIBBSBORO SCH DIST
GLOUCESTER CITY SCHOOL DISTRICT
GLOUCESTER TWP SCH DIST
School District
42 Active
42
Organizations
108 LOCAL COLLINGSWOOD
1838 BLACK METROPOLIS INCORPORATED
1838 BLACK METROPOLIS INCORPORATED
1 MORE PAYCHECK INC
277 CAMDEN CITY SHERIFFS
28675572 CONNER STRONG AND BUCKELEW TOASTMASTERS
3324 RUNNEMEDE VFW POST MENS AUXILI
400 RICHIE CLUB INC
482 SOCIAL HALL INC ALCOHOLIC ANONYMOUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Paws Dog Rescue
4WALLS FOUNDATION
6782 MERCHANTVILLE
7TH DIRECTION COLLECTIVE INC
AA-CONNECT CLASS OF 1991
AAPI FOUNDATION
AARSKOG FOUNDATION
AATG ALABAMA CHAPTER
AATG ALASKA CHAPTER
AATG ARIZONA CHAPTER
108 LOCAL COLLINGSWOOD
1838 BLACK METROPOLIS INCORPORATED
1838 BLACK METROPOLIS INCORPORATED
1 MORE PAYCHECK INC
277 CAMDEN CITY SHERIFFS
28675572 CONNER STRONG AND BUCKELEW TOASTMASTERS
3324 RUNNEMEDE VFW POST MENS AUXILI
400 RICHIE CLUB INC
482 SOCIAL HALL INC ALCOHOLIC ANONYMOUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Paws Dog Rescue
4WALLS FOUNDATION
6782 MERCHANTVILLE
7TH DIRECTION COLLECTIVE INC
AA-CONNECT CLASS OF 1991
AAPI FOUNDATION
AARSKOG FOUNDATION
AATG ALABAMA CHAPTER
AATG ALASKA CHAPTER
AATG ARIZONA CHAPTER
108 LOCAL COLLINGSWOOD
1838 BLACK METROPOLIS INCORPORATED
1838 BLACK METROPOLIS INCORPORATED
1 MORE PAYCHECK INC
277 CAMDEN CITY SHERIFFS
28675572 CONNER STRONG AND BUCKELEW TOASTMASTERS
3324 RUNNEMEDE VFW POST MENS AUXILI
400 RICHIE CLUB INC
482 SOCIAL HALL INC ALCOHOLIC ANONYMOUS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Paws Dog Rescue
4WALLS FOUNDATION
6782 MERCHANTVILLE
7TH DIRECTION COLLECTIVE INC
AA-CONNECT CLASS OF 1991
AAPI FOUNDATION
AARSKOG FOUNDATION
AATG ALABAMA CHAPTER
AATG ALASKA CHAPTER
AATG ARIZONA CHAPTER
Nonprofit Organization
2693 Active
2693
Organizations
Community Partners148 organizations
BOROUGH OF AUDUBON
Municipal Government·AUDUBON
BOROUGH OF BERLIN
Municipal Government·BERLIN
BOROUGH OF BROOKLAWN
Municipal Government·BROOKLAWN
BOROUGH OF CHESILHURST
Municipal Government·CHESILHURST
BOROUGH OF HI NELLA
Municipal Government·HI NELLA
BOROUGH OF SOMERDALE
Municipal Government·SOMERDALE
BOROUGH OF TAVISTOCK
Municipal Government·HADDONFIELD
BOROUGH OF WOODLYNNE
Municipal Government·OAKLYN
TOWNSHIP OF HADDON
Municipal Government·HADDON TOWNSHIP
TOWNSHIP OF PENNSAUKEN
Municipal Government·PENNSAUKEN
TOWNSHIP OF VOORHEES
Municipal Government·VOORHEES
BERLIN TOWNSHIP FIRE DISTRICT 1
Special District·WEST BERLIN
CAMDEN COUNTY MUNICIPAL UTILITIES AUTHORITY
Special District·CAMDEN
CAMDEN REDEVELOPMENT AGENCY
Special District·CAMDEN
DRPA
Special District·CAMDEN
GLOUCESTER CITY HOUSING AUTH
Special District·GLOUCESTER CITY
GLOUCESTER TOWNSHIP FIRE DISTRICT 1
Special District·GLENDORA
GLOUCESTER TOWNSHIP FIRE DISTRICT 3
Special District·BLACKWOOD
GLOUCESTER TOWNSHIP FIRE DISTRICT 5
Special District·SICKLERVILLE
GLOUCESTER TOWNSHIP FIRE DISTRICT 6
Special District·ERIAL
HADDON TOWNSHIP FIRE DISTRICT 1
Special District·WESTMONT
HADDON TOWNSHIP FIRE DISTRICT 3
Special District·OAKLYN
HADDON TOWNSHIP FIRE DISTRICT 4
Special District·HADDON TWP
HI-NELLA FIRE CO
Special District·SOMERDALE
LINDENWOLD FIRE DISTRICT 1
Special District·LINDENWOLD
PINE HILL BOROUGH FIRE DISTRICT 1
Special District·PINE HILL
CAMDEN COUNTY COLLEGE
School District·BLACKWOOD
CAMDEN COUNTY EDUCATIONAL SERVICES COMMI
School District·CLEMENTON
CAMDEN COUNTY TECHNICAL SCHOOL
School District·SICKLERVILLE
MARY ETHEL COSTELLO SCHOOL
School District·GLOUCESTER CITY
PUBLIC SAFETY
School District·LINDENWOLD
108 LOCAL COLLINGSWOOD
Nonprofit Organization·Collingswood
1838 BLACK METROPOLIS INCORPORATED
Nonprofit Organization·Pennsauken
1838 BLACK METROPOLIS INCORPORATED
Nonprofit Organization·PENNSAUKEN
1 MORE PAYCHECK INC
Nonprofit Organization·Cherry Hill
277 CAMDEN CITY SHERIFFS
Nonprofit Organization·BELLMAWR
28675572 CONNER STRONG AND BUCKELEW TOASTMASTERS
Nonprofit Organization·Camden
3324 RUNNEMEDE VFW POST MENS AUXILI
Nonprofit Organization·Runnemede
400 RICHIE CLUB INC
Nonprofit Organization·CLEMENTON
482 SOCIAL HALL INC ALCOHOLIC ANONYMOUS
Nonprofit Organization·Pennsauken
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clementon
4 Paws Dog Rescue
Nonprofit Organization·BERLIN
4WALLS FOUNDATION
Nonprofit Organization·Somerdale
6782 MERCHANTVILLE
Nonprofit Organization·Merchantville
7TH DIRECTION COLLECTIVE INC
Nonprofit Organization·Cherry Hill
AA-CONNECT CLASS OF 1991
Nonprofit Organization·Voorhees
AAPI FOUNDATION
Nonprofit Organization·CHERRY HILL
AARSKOG FOUNDATION
Nonprofit Organization·Clementon
AATG ALABAMA CHAPTER
Nonprofit Organization·Cherry Hill
AATG ALASKA CHAPTER
Nonprofit Organization·Cherry Hill
AATG ARIZONA CHAPTER
Nonprofit Organization·Cherry Hill
AATG ARKANSAS CHAPTER
Nonprofit Organization·Cherry Hill
AATG CENTRAL NEW YORK CHAPTER
Nonprofit Organization·Cherry Hill
AATG CENTRAL PA CHAPTER
Nonprofit Organization·Cherry Hill
AATG COLORADO WYOMING CHAPTER
Nonprofit Organization·Cherry Hill
AATG CONNECTICUT CHAPTER
Nonprofit Organization·Cherry Hill
AATG EUROPEAN CHAPTER
Nonprofit Organization·Cherry Hill
AATG FLORDIA CHAPTER
Nonprofit Organization·Cherry Hill
AATG HAWAII CHAPTER
Nonprofit Organization·Cherry Hill
AATG HOUSTON CHAPTER
Nonprofit Organization·Cherry Hill
AATG HUDSON VALLEY NY CHAPTER
Nonprofit Organization·Cherry Hill
AATG IDAHO CHAPTER
Nonprofit Organization·Cherry Hill
AATG INDIANA CHAPTER
Nonprofit Organization·Cherry Hill
AATG IOWA CHAPTER
Nonprofit Organization·Cherry Hill
AATG KANSAS CHAPTER
Nonprofit Organization·Cherry Hill
AATG KENTUCKY CHAPTER
Nonprofit Organization·Cherry Hill
AATG LONG ISLAND NY CHAPTER
Nonprofit Organization·Cherry Hill
AATG LOUISIANA CHAPTER
Nonprofit Organization·Cherry Hill
AATG MAINE CHAPTER
Nonprofit Organization·Cherry Hill
AATG MARYLAND CHAPTER
Nonprofit Organization·Cherry Hill
AATG METROPOLITAN NY CHAPTER
Nonprofit Organization·Cherry Hill
AATG MISSISSIPPI CHAPTER
Nonprofit Organization·Cherry Hill
AATG MISSOURI CHAPTER
Nonprofit Organization·Cherry Hill
AATG MONTANA CHAPTER
Nonprofit Organization·Cherry Hill
AATG NEBRASKA CHAPTER
Nonprofit Organization·Cherry Hill
AATG NEW MEXICO CHAPTER
Nonprofit Organization·Cherry Hill
AATG NO CALIFORNIA CHAPTER
Nonprofit Organization·Cherry Hill
AATG NO ILLINOIS CHAPTER
Nonprofit Organization·Cherry Hill
AATG NORTH DAKOTA CHAPTER
Nonprofit Organization·Cherry Hill
AATG NORTHERN NEW JERSEY CHAPTER
Nonprofit Organization·Cherry Hill
AATG NORTH TEXAS CHAPTER
Nonprofit Organization·Cherry Hill