| As of Date | 10/02/2025 |
| Registration status | Terminated |
| ADV Location | WYNDMOOR, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 2,643,333,236 -6% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 881,111,079 -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds