| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 11/17/2025 |
| ADV Location | LEOLA, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 2,262,694,558 |
| of that, discretionary | 2,262,694,558 |
| Number of Employees | 12 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,971,929 |
| % High Net Worth | 36.90% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds