| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/25/1991 |
| ADV Location | LEOLA, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 3,295,095,778 39% |
| of that, discretionary | 3,295,095,778 39% |
| Number of Employees | 35 |
| of those in investment advisory functions | 17 |
| Private Fund GAV* | 0 |
| Avg Account Size | 76,630,134 61% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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
- Performance-based fees
No private funds