| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 03/10/1988 |
| ADV Location | HARRISBURG, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 636,092,927 30% |
| of that, discretionary | 636,092,927 30% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 524,829 17% |
| % High Net Worth | 24.72% 19% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds