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City Investment Advisors, Inc. CRD 123145
$1.65M regulatory AUM 50 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
402 Executive Drive, Langhorne, PA 19047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1998-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Financial Group | Newtown | PA | 03/1995 | Present |
| City Capital Funding, Inc. | Langhorne | PA | 09/2003 | Present |
| City Investment Advisors,Inc. | Langhorne | PA | 07/1998 | Present |
MORTGAGE SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-29 |
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