| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 10/12/2018 |
| ADV Location | OAKMONT, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 310,160,547 61% |
| of that, discretionary | 94,315,894 -43% |
| Number of Employees | 44 2% |
| of those in investment advisory functions | 7 -22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 266,690 65% |
| % High Net Worth | 3.01% -60% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds