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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Oak momentumBeacon
- Established Date
- 01-10-2023
- Office Locations
- 1
Office Locations
About Niche Investment Advisors LLC
Niche Financial Services (Niche Investment Advisors) is a King of Prussia, PA advisory and benefits consulting firm founded in 1998 serving individuals and small business owners. The firm offers fee-based and hourly planning and investment advice, plus group health and retirement plan solutions including 401(k)s, pensions, profit sharing, and SIMPLE/SEP IRAs. Portfolios emphasize risk-balanced, global multi-asset allocations with ETF-driven diversification and advanced risk management; custody includes Schwab and Fidelity.
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Owner & Executives
ARTHUR RICHARD EGLINGTON JR
Chief Compliance Officer, Managing Member
- CRD
- #1932848
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,023,141 | $229,436 |
| Non-Discretionary | $18,105,041 | -- |
| Total | $48,128,182 | $229,436 |
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Separately Managed Accounts
Total SMA Asset: $48,128,182
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $617,388,773 | 25.0% |
| Equity - Exchange | $607,510,552 | 24.6% |
| Corporate - Investment Grade | $785,318,519 | 31.8% |
| U.S. Government/Agency | $459,337,247 | 18.6% |
| Total | $2,469,555,091 | 100.0% |