| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 07/15/2021 |
|
|
|
| ADV Location | MEDIA, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 256,750,667 75% |
| of that, discretionary | 256,750,667 75% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 372,642 37% |
| % High Net Worth | 50.50% -2% |
| SMA’s | No |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds