| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 02/04/2025 |
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| ADV Location | BLUE BELL, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 368,469,044 |
| of that, discretionary | 368,469,044 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 598,164 |
| % High Net Worth | 38.30% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Insurance companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds