| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 09/14/2017 |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 726,176,000 -11% |
| of that, discretionary | 726,176,000 -11% |
| Number of Employees | 183 71% |
| of those in investment advisory functions | 31 1450% |
| Private Fund GAV* | 0 |
| Avg Account Size | 726,176,000 -11% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds