Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 09/20/1983
ADV Location CENTER VALLEY, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 355,653,506 10%
of that, discretionary 355,653,506 10%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 2,615,099 7%
% High Net Worth 72.31% -10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

356M 305M 254M 203M 152M 102M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker458140100 Stock NameIntel Corp $ Position$14,371,418 % Position4.00% $ Change178.00% # Change-12.00%
Stck Ticker532457108 Stock NameLilly Eli & Co $ Position$12,914,263 % Position4.00% $ Change30.00% # Change0.00%
Stck Ticker594918104 Stock NameMicrosoft Corp $ Position$10,011,857 % Position3.00% $ Change1.00% # Change0.00%
Stck Ticker46625H100 Stock NameJP Morgan Chase & Co $ Position$9,648,706 % Position3.00% $ Change11.00% # Change0.00%
Stck Ticker149123101 Stock NameCaterpillar Inc Del $ Position$10,736,322 % Position3.00% $ Change46.00% # Change-3.00%
Stck Ticker17275R102 Stock NameCisco Sys Inc $ Position$9,073,080 % Position3.00% $ Change50.00% # Change-1.00%
Stck Ticker031162100 Stock NameAmgen Inc $ Position$7,061,702 % Position2.00% $ Change4.00% # Change1.00%
Stck Ticker060505104 Stock NameBank of America Corp $ Position$5,415,493 % Position2.00% $ Change18.00% # Change1.00%
Stck Ticker459200101 Stock NameInternational Business Mach $ Position$6,837,340 % Position2.00% $ Change17.00% # Change1.00%
Stck Ticker478160104 Stock NameJohnson & Johnson $ Position$6,514,077 % Position2.00% $ Change4.00% # Change0.00%

Brochure Summary