Advisor at City Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
City Investment Advisors, Inc.
Location
Langhorne, PA 19047
Credentials
Series 63, Series 65
Industry experience
27 years
Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.
Based on City Investment Advisors, Inc.
Flat fees may be charged for workshop presentations based on hourly fee
$0 - $15,000: up to 2.0% $15,001 - $100,000: up to 1.5% $100,001+: up to 1.0%
$150 to $250 per hour billed in 30-minute increments
Fee-only: Fee-only financial planning, investment consultation, and investment supervisory services
402 Executive Dr
Langhorne, PA 19047
Pennsylvania
City Capital Funding, Inc.
2003 - Present (23 years)
City Investment Advisors,Inc.
1998 - Present (28 years)
City Financial Group
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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CFP®, CFA®
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Roche Financial Partners LLC
Series 66
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Conroy Capital LLC
Series 66
Newtown, PA
Premier Prosperity Advisors LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Series 65, Series 66
Doylestown, PA
DEL VAL Retirement and Investment Services Inc
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