Adviser Profile
| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/21/2024 |
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| ADV Location | EAST NORRITON, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 243,788,920 32% |
| of that, discretionary | 243,788,920 32% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 436,116 16% |
| % High Net Worth | 15.97% 48% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
244M
209M
174M
139M
104M
70M
35M
2023
2024
2025
2026
Private Funds
No private funds