Adviser Profile
| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 12/18/2025 |
|
|
|
| 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 |
| 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$13,130,024 | % Position8.00% | $ Change20.00% | # Change5.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$11,206,985 | % Position7.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,331,439 | % Position6.00% | $ Change17.00% | # Change3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$7,157,454 | % Position4.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$5,588,400 | % Position3.00% | $ Change2.00% | # Change3.00% |
| Stck Ticker46435G326 | Stock NameISHARES TR | $ Position$4,641,507 | % Position3.00% | $ Change18.00% | # Change11.00% |
| Stck Ticker46641Q761 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$4,550,977 | % Position3.00% | $ Change42.00% | # Change21.00% |
| Stck Ticker008073108 | Stock NameAEROVIRONMENT INC | $ Position$4,738,995 | % Position3.00% | $ Change | # Change |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$4,435,854 | % Position3.00% | $ Change24.00% | # Change1.00% |
| Stck Ticker38149W630 | Stock NameGOLDMAN SACHS ETF TR | $ Position$5,347,071 | % Position3.00% | $ Change30.00% | # Change8.00% |