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2200 Renaissance Blvd. Suite 340, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-10 |
Branch Locations
2200 Renaissance Blvd. Suite 340, King Of Prussia, PA 19406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Niche Financial Services, Inc. | Wayne | PA | 08/1999 | Present |
| Realta Equities, Inc. | York | PA | 11/2011 | 02/2025 |
| Niche Registered Investment Advisory Services, Llc | Wayne | PA | 03/2010 | 06/2017 |
| Almanack Investment Partners | Wayne | PA | 05/2017 | 03/2023 |
| Niche Investment Advisors Llc | Broomall | PA | 01/2023 | Present |
| Niche Investment Advisors Llc | Broomall | PA | 05/2022 | Present |
1. OWNER OF COMMERCIAL BUILDING-RENTAL PROPERTY, 214 FAYETTE STREET, CONSHOHOCKEN, PA 19428. THIS IS NOT AN INVESTMENT-RELATED BUSINESS. 2. 12/19/09 NICHE FINANCIAL SERVICES - NON-VARIABLE INSURANCE / PRESIDENT - SELL AND ADMIN GROUP AND INDIVIDUAL INSURANCE PRODUCTS / 15 HOURS PER MONTH DURING SECURITY TRADING HOURS AND 15 HOURS PER MONTH DURING NON SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-08 |
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