Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 07/05/2024 |
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| Former registrations | |
| ADV Location | BALA CYNWYD, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 189,163,900 55% |
| of that, discretionary | 189,163,900 55% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 294,648 33% |
| % High Net Worth | 18.15% 160% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
189M
162M
135M
108M
81M
54M
27M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$10,266,869 | % Position7.00% | $ Change26.00% | # Change10.00% |
| Stck Ticker92189F676 | Stock NameVANECK ETF TRUST | $ Position$8,378,003 | % Position6.00% | $ Change73.00% | # Change1.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$5,602,271 | % Position4.00% | $ Change31.00% | # Change3.00% |
| Stck Ticker464287754 | Stock NameISHARES TR | $ Position$5,786,253 | % Position4.00% | $ Change17.00% | # Change4.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,574,344 | % Position3.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,231,965 | % Position3.00% | $ Change21.00% | # Change6.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$4,861,696 | % Position3.00% | $ Change35.00% | # Change686.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$3,571,103 | % Position3.00% | $ Change40.00% | # Change-3.00% |
| Stck Ticker81369Y209 | Stock NameSELECT SECTOR SPDR TR | $ Position$3,344,932 | % Position2.00% | $ Change11.00% | # Change3.00% |
| Stck Ticker81369Y506 | Stock NameSELECT SECTOR SPDR TR | $ Position$2,258,792 | % Position2.00% | $ Change-9.00% | # Change5.00% |