| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 08/19/1994 |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 2,437,457,000 17% |
| of that, discretionary | 2,437,457,000 17% |
| Number of Employees | 13 -24% |
| of those in investment advisory functions | 8 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,754,829 16% |
| % High Net Worth | 64.85% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- 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
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name URISH POPECK | Filing Date01/06/2026 | Form ADV-E View Report |
| Accounting Firm Name THOMAS GAITENS PC | Filing Date08/06/2024 | Form ADV-E View Report |
| Accounting Firm Name THOMAS GAITENS PC | Filing Date11/13/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$126,198,478 | % Position7.00% | $ Change19.00% | # Change-3.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$89,675,393 | % Position5.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$97,076,954 | % Position5.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$78,917,597 | % Position4.00% | $ Change103.00% | # Change-4.00% |
| Stck Ticker760759100 | Stock NameREPUBLIC SVCS INC | $ Position$73,929,212 | % Position4.00% | $ Change-1.00% | # Change1.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$76,842,346 | % Position4.00% | $ Change4.00% | # Change1.00% |
| Stck TickerN07059210 | Stock NameASML HLDG NV | $ Position$53,374,686 | % Position3.00% | $ Change48.00% | # Change-2.00% |
| Stck TickerG87052109 | Stock NameTE CONNECTIVITY PLC | $ Position$59,033,223 | % Position3.00% | $ Change-2.00% | # Change1.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$56,587,791 | % Position3.00% | $ Change41.00% | # Change0.00% |
| Stck Ticker693475105 | Stock NamePNC FINL SVCS GROUP INC | $ Position$61,789,735 | % Position3.00% | $ Change17.00% | # Change-1.00% |