| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/04/2020 |
| ADV Location | FRAZER, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 129,392,723 31% |
| of that, discretionary | 129,392,723 31% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,069,361 20% |
| % High Net Worth | 28.93% 26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds