| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 08/09/2018 |
|
|
|
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 192,224,520 28% |
| of that, discretionary | 192,224,520 28% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 704,119 -1% |
| % High Net Worth | 12.32% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds