| 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$38,510,801 | % Position14.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$36,825,983 | % Position13.00% | $ Change3.00% | # Change9.00% |
| Stck Ticker47804J693 | Stock NameJOHN HANCOCK EXCHANGE TRADED | $ Position$26,383,265 | % Position10.00% | $ Change | # Change |
| Stck Ticker87283Q503 | Stock NameT ROWE PRICE EXCHANGE-TRADED | $ Position$28,947,611 | % Position10.00% | $ Change4738.00% | # Change4665.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$16,193,518 | % Position6.00% | $ Change7.00% | # Change6.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$12,754,979 | % Position5.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$9,766,638 | % Position4.00% | $ Change22.00% | # Change27.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$9,507,780 | % Position3.00% | $ Change7.00% | # Change5.00% |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$8,899,661 | % Position3.00% | $ Change2.00% | # Change5.00% |
| Stck Ticker025072505 | Stock NameAMERICAN CENTY ETF TR | $ Position$5,315,577 | % Position2.00% | $ Change8.00% | # Change16.00% |