| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/12/2019 |
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| ADV Location | CONSHOHOCKEN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 519,000,000 82% |
| of that, discretionary | 494,000,000 76% |
| Number of Employees | 10 150% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 387,892 34% |
| % High Net Worth | 22.11% 23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287622 | Stock NameISHARES TR | $ Position$13,617,513 | % Position9.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$9,142,176 | % Position6.00% | $ Change18.00% | # Change4.00% |
| Stck Ticker921932505 | Stock NameVANGUARD ADMIRAL FDS INC | $ Position$5,759,760 | % Position4.00% | $ Change22.00% | # Change500.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,246,713 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$4,382,158 | % Position3.00% | $ Change187.00% | # Change-16.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$4,575,461 | % Position3.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker464288786 | Stock NameISHARES TR | $ Position$2,424,801 | % Position2.00% | $ Change32.00% | # Change21.00% |
| Stck Ticker92343V104 | Stock NameVERIZON COMMUNICATIONS INC | $ Position$3,222,869 | % Position2.00% | $ Change-6.00% | # Change11.00% |
| Stck Ticker922908751 | Stock NameVANGUARD INDEX FDS | $ Position$3,037,081 | % Position2.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$3,533,590 | % Position2.00% | $ Change6.00% | # Change5.00% |