{{ Info.Overview }}
Adviser Profile
| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 03/26/2025 |
|
|
|
| Former registrations | |
| ADV Location | NEWTOWN, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 155,381,974 20% |
| of that, discretionary | 155,381,974 20% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 335,598 11% |
| % High Net Worth | 53.04% 11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
155M
133M
111M
89M
67M
44M
22M
2025
2026
Private Funds
No private funds