| As of Date | 10/30/2026 |
| 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 5% |
| of that, discretionary | 1,399,270,429 5% |
| Number of Employees | 22 -8% |
| of those in investment advisory functions | 10 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,144 2% |
| % High Net Worth | 53.13% 0% |
| 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$55,217,031 | % Position8.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$32,655,281 | % Position5.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker922042742 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$29,343,842 | % Position4.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$20,309,213 | % Position3.00% | $ Change6.00% | # Change2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$20,130,439 | % Position3.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$19,416,763 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$18,143,262 | % Position3.00% | $ Change45.00% | # Change6.00% |
| Stck Ticker53656F599 | Stock NameLISTED FDS TR | $ Position$18,136,311 | % Position3.00% | $ Change8.00% | # Change7.00% |
| Stck Ticker032108409 | Stock NameAMPLIFY ETF TR | $ Position$14,087,658 | % Position2.00% | $ Change9.00% | # Change7.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$13,971,351 | % Position2.00% | $ Change4.00% | # Change3.00% |