Adviser Profile
| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 05/23/2025 |
|
|
|
| Former registrations | |
| ADV Location | JENKINTOWN, PA, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 186,572,961 21% |
| of that, discretionary | 186,572,961 21% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 418,325 -19% |
| % High Net Worth | 26.97% -20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
187M
160M
133M
107M
80M
53M
27M
2025
2026
Private Funds
No private funds