| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 01/10/1991 |
| ADV Location | CANFIELD, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 1,082,580,906 138% |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 985,060 61% |
| % High Net Worth | 19.87% 6% |
| 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
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds