Adviser Profile

As of Date 04/02/2026
Registration SEC, Approved, 04/03/2026
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees