| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 07/15/2022 |
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| ADV Location | GREENSBURG, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 217,020,431 341% |
| of that, discretionary | 217,020,431 341% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 108,510,216 121% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds