| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 10/28/2020 |
| ADV Location | NEWTOWN, PA, United States |
| Contact Info | 267 xxxxxxx |
| AUM* | 170,299,594 -35% |
| of that, discretionary | 170,299,594 -35% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 170,299,594 -35% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds