| As of Date | 04/21/2026 |
| Registration | SEC, Approved, 08/10/2020 |
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| ADV Location | STATE COLLEGE, PA, United States |
| Contact Info | 814 xxxxxxx |
| Websites |
| AUM* | 453,000,000 33% |
| of that, discretionary | 403,000,000 31% |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 263,525 55% |
| % High Net Worth | 59.55% 25% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds