| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 09/14/2018 |
|
|
|
| ADV Location | BERWYN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 256,905,735 28% |
| of that, discretionary | 256,905,735 28% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 812,993 26% |
| % High Net Worth | 44.44% 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds