# Paoli Financial Advisors

Paoli Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 174361
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174361

## About

PAOLI FINANCIAL ADVISORS, LTD. is a state-registered investment adviser in PAOLI, PA. The firm manages approximately $11 million in regulatory assets. It has 2 employees and 2 investment advisers.

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Last updated: 2026-07-06T01:24:22.882Z

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