| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 01/23/2026 |
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| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 308,447,340 |
| of that, discretionary | 308,447,340 |
| Number of Employees | 10 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 154,223,670 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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