| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 01/10/2025 |
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| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 406,803,000 |
| of that, discretionary | 406,803,000 100% |
| Number of Employees | 30 15% |
| of those in investment advisory functions | 19 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 272,656 |
| % High Net Worth | 32.54% |
| SMA’s | No |
| Private Funds | 0 |
- 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
- 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$37,423,880 | % Position18.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$35,592,594 | % Position17.00% | $ Change-51.00% | # Change-51.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$15,159,732 | % Position7.00% | $ Change-45.00% | # Change-48.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$12,610,740 | % Position6.00% | $ Change-44.00% | # Change-49.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$8,891,107 | % Position4.00% | $ Change-39.00% | # Change-47.00% |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$8,008,429 | % Position4.00% | $ Change-65.00% | # Change-65.00% |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$8,690,025 | % Position4.00% | $ Change-39.00% | # Change-49.00% |
| Stck Ticker74255Y607 | Stock NamePRINCIPAL EXCHANGE TRADED FD | $ Position$6,055,937 | % Position3.00% | $ Change-38.00% | # Change-49.00% |
| Stck Ticker69374H105 | Stock NamePACER FDS TR | $ Position$4,156,981 | % Position2.00% | $ Change-41.00% | # Change-47.00% |
| Stck Ticker98149E303 | Stock NameWORLD GOLD TR | $ Position$4,098,006 | % Position2.00% | $ Change-65.00% | # Change-59.00% |