| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 06/16/2025 |
|
|
|
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 395,587,641 |
| of that, discretionary | 395,587,641 |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 486,578 |
| % High Net Worth | 55.13% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds