PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD #122733 SEC #801-132996 VOORHEES, NJ 856-210-6779
SEC Registered
Total AUM
$140.8M
Discretionary
$128.9M
Employees
3
Clients
10
Accounts
307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $140.8M | $128.9M | $11.9M | 3 | 0 |
| Jun 2025 | $140.8M | $128.9M | $11.9M | 3 | 0 |
| May 2025 | $140.8M | $128.9M | $11.9M | 3 | 0 |
| May 2025 | $140.8M | $128.9M | $11.9M | 3 | 0 |
| May 2025 | $140.8M | $128.9M | $11.9M | 3 | 0 |
| Mar 2019 | $82.8M | $77M | $5.9M | 4 | 0 |
| Mar 2019 | $82.8M | $77M | $5.9M | 4 | 0 |
| Oct 2018 | $114.8M | $68M | $46.8M | 5 | 105 |
| Mar 2018 | $114.8M | $68M | $46.8M | 5 | 105 |
| May 2017 | $109.5M | $79M | $30.5M | 3 | 200 |
| Mar 2017 | $109.5M | $79M | $30.5M | 3 | 200 |
| Dec 2016 | $112.7M | $77.2M | $35.5M | 1 | 200 |
| Mar 2016 | $112.7M | $77.2M | $35.5M | 1 | 200 |
| Jan 2016 | $109.9M | $72.4M | $37.5M | 1 | 200 |
| Mar 2015 | $109.9M | $72.4M | $37.5M | 1 | 200 |
| Mar 2014 | $107.3M | $69.3M | $38M | 2 | 200 |
| Sep 2013 | $95.5M | $63M | $32.5M | 3 | 200 |
| Aug 2013 | $95.5M | $63M | $32.5M | 3 | 200 |
| Aug 2013 | $101M | $63M | $38M | 3 | 200 |
| Apr 2013 | $101M | $63M | $38M | 3 | 200 |
| Mar 2013 | $101M | $38M | $63M | 3 | 200 |
| Mar 2012 | $92M | $34M | $58M | 1 | 200 |
| Mar 2011 | $80.7M | $26.7M | $54M | 5 | -- |
| Aug 2010 | $78M | $24M | $54M | 5 | -- |
| Aug 2010 | $78M | $24M | $54M | 5 | -- |
| Aug 2010 | $78M | $24M | $54M | 5 | -- |
| Mar 2010 | $78M | $24M | $54M | 5 | -- |
| Apr 2009 | $65M | $0 | $65M | 5 | -- |
| Apr 2009 | $65M | $0 | $65M | 5 | -- |
| Mar 2009 | $65M | $0 | $65M | 5 | -- |
| Feb 2008 | $80M | $0 | $80M | 5 | -- |
| Feb 2007 | $50M | $0 | $50M | 5 | -- |
| Nov 2006 | $50M | $0 | $50M | 5 | -- |
DateJun 2025
Total AUM$140.8M
Discretionary$128.9M
Non-Disc.$11.9M
Employees3
Clients0
DateJun 2025
Total AUM$140.8M
Discretionary$128.9M
Non-Disc.$11.9M
Employees3
Clients0
DateMay 2025
Total AUM$140.8M
Discretionary$128.9M
Non-Disc.$11.9M
Employees3
Clients0
DateMay 2025
Total AUM$140.8M
Discretionary$128.9M
Non-Disc.$11.9M
Employees3
Clients0
DateMay 2025
Total AUM$140.8M
Discretionary$128.9M
Non-Disc.$11.9M
Employees3
Clients0
DateMar 2019
Total AUM$82.8M
Discretionary$77M
Non-Disc.$5.9M
Employees4
Clients0
DateMar 2019
Total AUM$82.8M
Discretionary$77M
Non-Disc.$5.9M
Employees4
Clients0
DateOct 2018
Total AUM$114.8M
Discretionary$68M
Non-Disc.$46.8M
Employees5
Clients105
DateMar 2018
Total AUM$114.8M
Discretionary$68M
Non-Disc.$46.8M
Employees5
Clients105
DateMay 2017
Total AUM$109.5M
Discretionary$79M
Non-Disc.$30.5M
Employees3
Clients200
DateMar 2017
Total AUM$109.5M
Discretionary$79M
Non-Disc.$30.5M
Employees3
Clients200
DateDec 2016
Total AUM$112.7M
Discretionary$77.2M
Non-Disc.$35.5M
Employees1
Clients200
DateMar 2016
Total AUM$112.7M
Discretionary$77.2M
Non-Disc.$35.5M
Employees1
Clients200
DateJan 2016
Total AUM$109.9M
Discretionary$72.4M
Non-Disc.$37.5M
Employees1
Clients200
DateMar 2015
Total AUM$109.9M
Discretionary$72.4M
Non-Disc.$37.5M
Employees1
Clients200
DateMar 2014
Total AUM$107.3M
Discretionary$69.3M
Non-Disc.$38M
Employees2
Clients200
DateSep 2013
Total AUM$95.5M
Discretionary$63M
Non-Disc.$32.5M
Employees3
Clients200
DateAug 2013
Total AUM$95.5M
Discretionary$63M
Non-Disc.$32.5M
Employees3
Clients200
DateAug 2013
Total AUM$101M
Discretionary$63M
Non-Disc.$38M
Employees3
Clients200
DateApr 2013
Total AUM$101M
Discretionary$63M
Non-Disc.$38M
Employees3
Clients200
DateMar 2013
Total AUM$101M
Discretionary$38M
Non-Disc.$63M
Employees3
Clients200
DateMar 2012
Total AUM$92M
Discretionary$34M
Non-Disc.$58M
Employees1
Clients200
DateMar 2011
Total AUM$80.7M
Discretionary$26.7M
Non-Disc.$54M
Employees5
Clients--
DateAug 2010
Total AUM$78M
Discretionary$24M
Non-Disc.$54M
Employees5
Clients--
DateAug 2010
Total AUM$78M
Discretionary$24M
Non-Disc.$54M
Employees5
Clients--
DateAug 2010
Total AUM$78M
Discretionary$24M
Non-Disc.$54M
Employees5
Clients--
DateMar 2010
Total AUM$78M
Discretionary$24M
Non-Disc.$54M
Employees5
Clients--
DateApr 2009
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateApr 2009
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateMar 2009
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateFeb 2008
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees5
Clients--
DateFeb 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateNov 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--