| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/26/2025 |
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| ADV Location | MACUNGIE, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 654,492,629 |
| of that, discretionary | 654,492,629 100% |
| Number of Employees | 12 1100% |
| of those in investment advisory functions | 7 600% |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,222 |
| % High Net Worth | 28.42% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds