| As of Date | 10/30/2026 |
| Registration | SEC, 120-Day Approval, 07/08/2026 |
| ADV Location | BERWYN, PA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 180,842,830 |
| of that, discretionary | 175,587,576 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 589,065 |
| % High Net Worth | 53.33% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds