P
CRD: 174361
Paoli Financial Advisors, Ltd.
Paoli, PA, 19301
6105262790
$10.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
73 Chestnut Road Paoli PA
About Paoli Financial Advisors, Ltd.
Paoli Financial Advisors, Ltd. is a Paoli-based RIA. The firm has been operating for 10 years. Managing $10.7M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Insurance.
Team overview
59 AVG AGE
$5.3M AVG AUM / ADVISOR
$763.8K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Unison Oak catalyst Momentum north
Client Personas
Harbor
Investment Vehicles
Crest
Services
Horizon Crest radial
Owner & Executives
C
CHRISTOPHER PAUL NAWN
Owner
- CRD
- #1508514
- Ownership
- 50% but less than 75%
(382) 736-7533
meridian.optima@beaconcapital.com
in linkedin.com/in/element-optima
R
RICHARD LEWIS SWITZER
Chief Compliance Officer, Director, Managing Member
- CRD
- #3275990
- Ownership
- 50% but less than 75%
(233) 967-2917
prime.vertex@frontiercapital.com
in linkedin.com/in/harbor-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,693,541 | -- |
| Total | $10,693,541 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,693,541
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,237,886,531 | 100.0% |
| Total | $8,237,886,531 | 100.0% |