Adviser Profile
| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 08/30/2024 |
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| Former registrations | |
| ADV Location | MALVERN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 258,119,057 16% |
| of that, discretionary | 258,119,057 16% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 725,054 17% |
| % High Net Worth | 46.62% -4% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
258M
221M
184M
147M
111M
74M
37M
2024
2025
2026
Private Funds
No private funds