| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 09/14/2017 |
| ADV Location | KENNETT SQUARE, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 188,749,175 -32% |
| of that, discretionary | 188,749,175 -32% |
| Number of Employees | 2 -78% |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 188,749,175 36% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds