| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 04/22/2022 |
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| ADV Location | LANCASTER, PA, United States |
| Contact Info | 717 xxxxxxx |
| AUM* | 159,301,674 26% |
| of that, discretionary | 151,263,255 27% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 714,357 22% |
| % High Net Worth | 77.78% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds