| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 05/13/2026 |
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| ADV Location | PAOLI, PA, United States |
| Contact Info | 835 xxxxxxx |
| Websites |
| AUM* | 482,643,221 |
| of that, discretionary | 482,643,221 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,422,958 |
| % High Net Worth | 86.52% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds