| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/03/1987 |
| ADV Location | ERIE, PA, United States |
| Contact Info | [81 xxxxxxx |
| Websites |
| AUM* | 215,846,291 6% |
| of that, discretionary | 214,132,331 6% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 729,210 2% |
| % High Net Worth | 48.65% -12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds