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Expert Financial Services
EXPERT FINANCIAL SERVICES, LLC is a state-registered investment adviser in WEXFORD, PA. The firm manages approximately $106 million in regulatory assets.
Overview
EXPERT FINANCIAL SERVICES, LLC is a state-registered investment adviser in WEXFORD, PA. The firm manages approximately $106 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Expert Financial Services a registered investment adviser?
No. The firm does not appear in SEC or state investment-adviser registration databases. It has never filed a Form ADV, reinforcing the view that it manages only internal capital and does not solicit or advise outside investors.
Does Expert Financial Services have a website or public presence?
No website, no LinkedIn page, and no professional social-media presence can be located for Expert Financial Services. Operating without any digital storefront places it among the most opaque family-office entities in the United States.
Has Expert Financial Services made any known direct investments?
There is no public record of a direct investment, fund commitment, or co-investment by Expert Financial Services. No 13D, 13F, or alternative-asset ownership filing ties the entity to any public or private company.
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