Adviser Profile

As of Date 07/21/2026
Registration SEC, Approved, 03/26/2018
Other registrations (6)
ADV Location HADDON HEIGHTS, NJ, United States
Contact Info (85 xxxxxxx
Websites
AUM* 490,443,121 59%
of that, discretionary 342,513,869 83%
Number of Employees 7 17%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 310,015 32%
% High Net Worth 24.83% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

343M 294M 245M 196M 147M 98M 49M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$41,271,085 % Position10.00% $ Change20.00% # Change5.00%
Stck Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$40,029,715 % Position10.00% $ Change6.00% # Change6.00%
Stck Ticker92206C409 Stock NameVANGUARD SCOTTSDALE FDS $ Position$36,553,093 % Position9.00% $ Change4.00% # Change4.00%
Stck Ticker92206C706 Stock NameVANGUARD SCOTTSDALE FDS $ Position$38,678,794 % Position9.00% $ Change6.00% # Change7.00%
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$34,938,687 % Position8.00% $ Change12.00% # Change0.00%
Stck Ticker922908652 Stock NameVANGUARD INDEX FDS $ Position$29,719,764 % Position7.00% $ Change23.00% # Change3.00%
Stck Ticker46434V621 Stock NameISHARES TR $ Position$20,239,027 % Position5.00% $ Change11.00% # Change3.00%
Stck Ticker47103U852 Stock NameJANUS DETROIT STR TR $ Position$18,679,892 % Position5.00% $ Change # Change
Stck Ticker922908553 Stock NameVANGUARD INDEX FDS $ Position$19,046,085 % Position5.00% $ Change10.00% # Change1.00%
Stck Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$11,588,859 % Position3.00% $ Change12.00% # Change2.00%

Brochure Summary