Adviser Profile
| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 10/18/2024 |
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| Former registrations | |
| ADV Location | MOUNT UNION, PA, United States |
| Contact Info | 814 xxxxxxx |
| Websites |
| AUM* | 136,653,708 29% |
| of that, discretionary | 105,358,195 28% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 177,242 8% |
| % High Net Worth | 23.47% -19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
98M
84M
70M
56M
42M
28M
14M
2024
2025
2026
Private Funds
No private funds