Adviser Profile
| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 12/18/2025 |
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| Former registrations | |
| ADV Location | CONSHOHOCKEN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 267,086,889 |
| of that, discretionary | 267,086,889 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 783,246 |
| % High Net Worth | 98.98% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
267M
229M
191M
153M
114M
76M
38M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$15,088,744 | % Position8.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$11,702,576 | % Position6.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,845,212 | % Position6.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,870,168 | % Position5.00% | $ Change38.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$6,933,673 | % Position4.00% | $ Change24.00% | # Change-4.00% |
| Stck Ticker46641Q761 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$5,248,292 | % Position3.00% | $ Change15.00% | # Change13.00% |
| Stck Ticker46435G326 | Stock NameISHARES TR | $ Position$5,574,158 | % Position3.00% | $ Change20.00% | # Change19.00% |
| Stck Ticker38149W630 | Stock NameGOLDMAN SACHS ETF TR | $ Position$6,337,562 | % Position3.00% | $ Change19.00% | # Change21.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$6,237,375 | % Position3.00% | $ Change8.00% | # Change3.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$3,780,083 | % Position2.00% | $ Change3.00% | # Change1.00% |