Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 08/06/2025 |
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| Former registrations | |
| ADV Location | DOYLESTOWN, PA, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 153,133,400 28% |
| of that, discretionary | 149,696,835 29% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 436,277 17% |
| % High Net Worth | 40.88% 1% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
150M
128M
107M
86M
64M
43M
21M
2025
2026
Private Funds
No private funds