| As of Date | 05/04/2026 |
| Registration | Pennsylvania, Approved, 04/23/2026 |
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| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 100,681,756 |
| of that, discretionary | 100,681,756 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,242,985 |
| % High Net Worth | 73.53% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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