Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 08/16/2024 |
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| Former registrations | |
| ADV Location | CONYNGHAM, PA, United States |
| Contact Info | 570 xxxxxxx |
| Websites |
| AUM* | 148,685,773 48% |
| of that, discretionary | 135,540,546 50% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 174,924 12% |
| % High Net Worth | 13.58% 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
136M
116M
97M
77M
58M
39M
19M
2024
2025
2026
Private Funds
No private funds