| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/12/1992 |
| ADV Location | BEACHWOOD, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 626,694,797 7% |
| of that, discretionary | 626,694,797 7% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,820,729 15% |
| % High Net Worth | 95.38% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker880770102 | Stock NameTERADYNE INC COM | $ Position$57,219 | % Position10.00% | $ Change45.00% | # Change-11.00% |
| Stck Ticker037833100 | Stock NameAPPLE COMPUTER | $ Position$43,589 | % Position8.00% | $ Change10.00% | # Change-3.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$34,103 | % Position6.00% | $ Change28.00% | # Change-2.00% |
| Stck Ticker745867101 | Stock NamePULTEGROUP INC | $ Position$29,343 | % Position5.00% | $ Change14.00% | # Change-2.00% |
| Stck Ticker88033g407 | Stock NameTENET HEALTHCARE | $ Position$21,401 | % Position4.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker876030107 | Stock NameTAPESTRY INC | $ Position$15,074 | % Position3.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker46625h100 | Stock NameJPMORGAN CHASE & CO | $ Position$19,316 | % Position3.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker655663102 | Stock NameNORDSON CORP | $ Position$16,430 | % Position3.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker68389x105 | Stock NameORACLE CORP | $ Position$16,027 | % Position3.00% | $ Change0.00% | # Change1.00% |
| Stck Ticker17275r102 | Stock NameCISCO SYSTEMS INC | $ Position$15,007 | % Position3.00% | $ Change50.00% | # Change-1.00% |