| As of Date | 09/25/2026 |
| Registration | SEC, 120-Day Approval, 06/25/2026 |
| ADV Location | HARRISBURG, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 225,713,958 |
| of that, discretionary | 181,610,902 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 419,543 |
| % High Net Worth | 16.06% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds