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Certior Financial Group, LLC

● SEC registered since 2016CRD 285502SEC# 801-108506King of Prussia, PA
Export (members)
Reg. AUM
$388M
Employees
10
Accounts
1,715
Location
King of Prussia, PA

Certior Financial Group, LLC assets under management

Certior Financial Group, LLC operates as an SEC-registered investment adviser based in King of Prussia, PA. The firm has been registered since 2016. It reports $388 million in regulatory assets under management and employs 10 people.

Certior Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Avi No Middle Name Kantor ControlManaging MemberOver 75%2016
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Certior Financial Group, LLC manage?

Certior Financial Group, LLC reports $388 million in regulatory assets under management on its Form ADV.

How many employees does Certior Financial Group, LLC have?

Certior Financial Group, LLC reports 10 employees.

Where is Certior Financial Group, LLC located?

Certior Financial Group, LLC is based in King of Prussia, PA and has been SEC-registered since 2016.

Does Certior Financial Group, LLC disclose fund performance?

Certior Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20104 Valley Forge Circle, King of Prussia, PA 19406
Phone610-783-7010
Fax610-783-1763
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.4M
Non-discretionary$63.6M
Total (RAUM)$388M