VFPE ADVISORS LLC

AUDUBON, Pennsylvania·4 registered advisors·CRD# 299829
SEC# 801-1146450610-783-6650
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: REFERRAL FEES FROM AFFILIATED ENTITIES
03

Specialties

Retirement Planning
04

Advisors at VFPE ADVISORS LLC

4 registered advisors
Daniel Gleason
AUDUBON, Pennsylvania
Jeffrey Merrill
BERWYN, Pennsylvania
Michael Creighton
AUDUBON, Pennsylvania
Radcliffe Hastings
KING OF PRUSSIA, Pennsylvania
05

Office Locations

AUDUBON, Pennsylvania
2 advisors
BERWYN, Pennsylvania
1 advisor
KING OF PRUSSIA, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. VFPE ADVISORS LLC (CRD# 299829) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.