| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 10/23/2024 |
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| ADV Location | CONSHOHOCKEN, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 5,871,259,245 657% |
| of that, discretionary | 4,549,837,966 486% |
| Number of Employees | 62 1140% |
| of those in investment advisory functions | 37 1750% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,752,583 -47% |
| % High Net Worth | 97.63% -2% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SC&H ATTEST SERVICES P.C. | Filing Date01/27/2026 | Form ADV-E View Report |