Irene Giman is a CFA, CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 13 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 837 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.
Contact
Irene Giman
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rtd Financial Advisors INC
Previous Registrations
Pinnacle Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Irene is an active member of her community. She has served on several local Boards as well as serving as Treasurer of her Mount Holyoke College Class for over 20 years. In her free time, Irene is an avid cyclist and enjoys teaching spinning classes at her gym.