| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 06/27/1995 |
| Contact Info | 412 xxxxxxx |
| AUM* | 167,574,179 18% |
| of that, discretionary | 167,574,179 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,171,612 119% |
| % High Net Worth | 80.00% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds