{{ Info.Overview }}
Adviser Profile
| As of Date | 01/15/2026 |
| Registration | SEC, Approved, 02/05/2025 |
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| Former registrations | |
| ADV Location | DOYLESTOWN, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 116,942,888 20% |
| of that, discretionary | 110,092,941 21% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 517,446 39% |
| % High Net Worth | 12.44% -38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
110M
94M
79M
63M
47M
31M
16M
2025
2026
Private Funds
No private funds