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PHILADELPHIA INVESTMENT PARTNERS, LLC

VOORHEES, NJ · CRD 122733 · IAPD ↗ · piplp.com · 856-210-6779

$176.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — PHILADELPHIA INVESTMENT PARTNERS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — PHILADELPHIA INVESTMENT PARTNERS, LLC (VOORHEES, NJ) is newly SEC-registered with $140.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.