City Investment Advisors, Inc.

RIASEC Registered
Total AUM
$1.6M
Discretionary
$0
0% of AUM
Avg account
$33K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
Langhorne, Pennsylvania
CRD number
123145
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

City Investment Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on serving individual and family clients, offering portfolio management for individuals and small businesses and charging fees based on a percentage of assets under management. It also conducts business activities as an insurance broker and sells other financial products, indicating a mix of advisory and product-distribution roles. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Cash & Cash Equivalents 30%, Exchange Traded Equities 20%50%
  • Non-Exchange Traded Equities50%
  • Cash & Cash Equivalents30%
  • Exchange Traded Equities20%

Contacts

1 of 1
  • Joseph Amendolara

    PresidentCRD 2408246

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Langhorne, PA

Bucks

Location

Langhorne, PA

Headquartered in Langhorne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
402 Executive Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth