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Robert Neil Polans

CPA INVESTMENT SOLUTIONS, LLC·YARDLEY, Pennsylvania
Unclaimed Profile
1002 FLORAL VALE BLVD, YARDLEY, PA 19067CRD# 4362698Firm CRD# 108317
01

About

Robert Neil Polans is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CPA INVESTMENT SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CPA INVESTMENT SOLUTIONS, LLC
CPA INVESTMENT SOLUTIONS, LLC
AUM
$38M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CPA INVESTMENT SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4362698
Firm CRD# 108317
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Neil Polans offer?
Robert Neil Polans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Robert Neil Polans's credentials?
Robert Neil Polans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Neil Polans located?
Robert Neil Polans is based in YARDLEY, Pennsylvania, working with CPA INVESTMENT SOLUTIONS, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Robert Neil Polans charge for services?
Robert Neil Polans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPA INVESTMENT SOLUTIONS, LLC?
CPA INVESTMENT SOLUTIONS, LLC has approximately 5 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YARDLEY
Bridghet Elizabeth Sarah Donato — PSC MANAGER LLCJohn David Rea — CROSSGATE WEALTH ADVISORS, LLCBarry Howard — EQUUS CAPITAL PARTNERS, LTD.Robert Alan Connell — APEX FINANCIAL ADVISORS, INCNicholas Vincent Ventura — NVWM LLC
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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