| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/27/2020 |
| ADV Location | FRAZER, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 261,006,787 28% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,000,234 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds