| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 02/23/2022 |
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| ADV Location | EXTON, PA, United States |
| Contact Info | 610 xxxxxxx |
| AUM* | 164,000,000 22% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,822,222 306% |
| % High Net Worth | 38.89% -6% |
| 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
No private funds