| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 03/14/2025 |
| ADV Location | BLUE BELL, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 247,303,106 |
| of that, discretionary | 247,303,106 100% |
| Number of Employees | 12 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,303,106 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds