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Kupiec Investment Group

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website kupiecinvestmentgroup.com
Client types

Overview

Kupiec Investment Group is an independent wealth management practice based in West Chester, Pennsylvania. The firm provides investment management and strategic wealth planning tailored to each client’s circumstances, emphasizing long-term results delivered with trust, integrity, and a team-based approach. Advisory services are provided under Private Advisor Group, a registered investment advisor, while LPL Financial serves as broker-dealer and custodian. Core offerings span investment planning, holistic financial planning, and insurance planning for individuals and families across life stages. The practice focuses on objective guidance and ongoing collaboration to align portfolios and plans with evolving goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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