| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/05/2020 |
| ADV Location | HUNTINGDON VALLEY, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 108,000,000 -19% |
| of that, discretionary | 108,000,000 -19% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 108,000,000 143% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds