Certior Financial Group, LLC
● SEC registered since 2016CRD 285502SEC# 801-108506King of Prussia, PA
Reg. AUM
$452.3M
Employees
9
Accounts
1,698
Location
King of Prussia, PA
Certior Financial Group, LLC assets under management
Certior Financial Group, LLC operates as an SEC-registered investment adviser based in King of Prussia, PA. The firm has been registered since 2016. It reports $452.3 million in regulatory assets under management and employs 9 people.
Certior Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avi No Middle Name Kantor Control | Managing Member | Over 75% | 2016 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Certior Financial Group, LLC manage?
Certior Financial Group, LLC reports $452.3 million in regulatory assets under management on its Form ADV.
How many employees does Certior Financial Group, LLC have?
Certior Financial Group, LLC reports 9 employees.
Where is Certior Financial Group, LLC located?
Certior Financial Group, LLC is based in King of Prussia, PA and has been SEC-registered since 2016.
Does Certior Financial Group, LLC disclose fund performance?
Certior Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20104 Valley Forge Circle, King of Prussia, PA 19406 |
| Phone | 610-783-7010 |
| Fax | 610-783-1763 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$452.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$452.3Mregulatory AUM
Discretionary $409.2MNon-discretionary $43.1M