Niche Investment Advisors LLC

RIAState Registered

Total AUM

$48.1M

Discretionary

$30M

62% of AUM

Avg account

$224K

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: King Of Prussia, Pennsylvania
CRD number: 311014
Registered since: January 6, 2023
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI34.78%
Individuals27.6%
Corporations / Businesses24.64%
Pension & Profit Sharing Plans12.98%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Niche Investment Advisors LLC is an independent, individually owned limited liability advisory firm registered in Pennsylvania. The firm serves both individuals and families as well as institutional clients, and operates as a capital allocator that hires and monitors third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible, encompassing percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm does not present itself as an active ESG investor and primarily operates within a single state.