| As of Date | 09/08/2026 |
| Registration | SEC, Approved, 07/18/2025 |
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| ADV Location | MARLTON, NJ, United States |
| Contact Info | 856 xxxxxxx |
| Websites |
| AUM* | 1,399,270,429 |
| of that, discretionary | 1,399,270,429 100% |
| Number of Employees | 22 -15% |
| of those in investment advisory functions | 10 -23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,144 |
| % High Net Worth | 53.13% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$48,572,573 | % Position7.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$28,287,845 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker922042742 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$28,126,631 | % Position4.00% | $ Change40.00% | # Change24.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$20,952,798 | % Position3.00% | $ Change28.00% | # Change3.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$19,087,697 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$18,612,931 | % Position3.00% | $ Change11.00% | # Change463.00% |
| Stck Ticker53656F599 | Stock NameLISTED FDS TR | $ Position$16,815,036 | % Position2.00% | $ Change39.00% | # Change29.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$13,421,515 | % Position2.00% | $ Change16.00% | # Change5.00% |
| Stck Ticker032108409 | Stock NameAMPLIFY ETF TR | $ Position$12,927,813 | % Position2.00% | $ Change26.00% | # Change24.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$12,499,636 | % Position2.00% | $ Change0.00% | # Change0.00% |