Irene Giman
RTD Financial Advisors Inc. · Philadelphia, Pennsylvania
Irene Giman is a fee-only financial advisor at RTD Financial Advisors Inc. in Philadelphia, Pennsylvania, who holds the BA, CFA and CFP credentials. RTD Financial Advisors Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RTD Financial Advisors Inc. |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| Credentials | BA · CFA · CFP · MBA · AIF · AEP · CPA · EA · AAMS · BS · MST |
| SEC registration | Investment adviser representative in NJ, PA · CRD 1240869 |
| Exams passed | Series 63 (1984) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | rtdfinancial.com |
| Profile |
How Irene's firm compares
- RTD Financial Advisors Inc.'s average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Irene
Is Irene Giman a fee-only financial advisor?
Yes. Irene Giman is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Irene's firm.
How does Irene charge for financial advice?
Irene's firm, RTD Financial Advisors Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Irene Giman based?
Irene Giman is based in Philadelphia, Pennsylvania.
What credentials does Irene Giman hold?
Irene Giman holds the BA, CFA, CFP, MBA, AIF, AEP, CPA, EA, AAMS, BS and MST credentials.
Is Irene Giman registered with the SEC?
Yes. Irene Giman is registered as an investment adviser representative in NJ and PA (CRD 1240869), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does RTD Financial Advisors Inc. manage?
RTD Financial Advisors Inc. reports $2.72B across 3,093 accounts in assets under management.
How do I contact Irene Giman?
Through Irene's website, rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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