RIA Intel›Advisers›Pennsylvania›PROPER FINANCIAL, LLC

PROPER FINANCIAL, LLC

Advisory

WAYNE, PA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in PA

#982

of 1,528 advisers by AUM

Average account

$533K

across 122 accounts

AUM per adviser

$22M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

122 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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