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George J Cipolloni Iii

KILLEN GROUP INC·BERWYN, Pennsylvania
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1189 LANCASTER AVE, BERWYN, PA 19312-1298CRD# 5998563Firm CRD# 110421
01

About

George J Cipolloni Iii is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with KILLEN GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
KILLEN GROUP INC
KILLEN GROUP INC
AUM
$2.6B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at KILLEN GROUP INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5998563
Firm CRD# 110421
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George J Cipolloni Iii offer?
George J Cipolloni Iii specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are George J Cipolloni Iii's credentials?
George J Cipolloni Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George J Cipolloni Iii located?
George J Cipolloni Iii is based in BERWYN, Pennsylvania, working with KILLEN GROUP INC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does George J Cipolloni Iii charge for services?
George J Cipolloni Iii's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILLEN GROUP INC?
KILLEN GROUP INC has approximately 13 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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