Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 09/19/2024 |
|
|
|
| Former registrations | |
| ADV Location | NEW CASTLE, PA, United States |
| Contact Info | 724 xxxxxxx |
| Websites |
| AUM* | 165,460,335 59% |
| of that, discretionary | 164,036,335 61% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 147,864 29% |
| % High Net Worth | 9.80% 7% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
164M
141M
117M
94M
70M
47M
23M
2024
2025
2026
Private Funds
No private funds