| As of Date | 04/17/2026 |
| Registration | SEC, Approved, 12/04/2024 |
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| ADV Location | NEWTOWN, PA, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 654,328,582 |
| of that, discretionary | 650,103,582 100% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 381,978 |
| % High Net Worth | 19.10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds