| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 05/29/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 6 |
| AUM* | 981,697,260 -3.99% |
| of that, discretionary | 981,697,260 -3.99% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 12,119,719 52.90% |
| % High Net Worth | 87.65% -4.17% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | 610 xxxxxxx |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker293792107 | Stock NameEnterprise Prod Partners | $ Position$69,029 | % Position10.00% | $ Change6.00% | # Change-3.00% |
| Stck Ticker29273V100 | Stock NameEnergy Transfer LP | $ Position$49,566 | % Position7.00% | $ Change-8.00% | # Change-3.00% |
| Stck Ticker55336v100 | Stock NameMPLX LP | $ Position$45,403 | % Position7.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker92840m102 | Stock NameVistra Energy Corp | $ Position$33,363 | % Position5.00% | $ Change-24.00% | # Change-11.00% |
| Stck Ticker02079k305 | Stock NameAlphabet, Inc. Cl A | $ Position$23,781 | % Position4.00% | $ Change-25.00% | # Change-8.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc. | $ Position$30,262 | % Position4.00% | $ Change-22.00% | # Change-10.00% |
| Stck Ticker65339F101 | Stock NameNextEra Energy, Inc. | $ Position$24,749 | % Position4.00% | $ Change-12.00% | # Change-11.00% |
| Stck Ticker16411R208 | Stock NameCheniere Energy Inc | $ Position$26,818 | % Position4.00% | $ Change5.00% | # Change-3.00% |
| Stck Ticker46625h100 | Stock NameJ.P. Morgan Chase | $ Position$17,675 | % Position3.00% | $ Change-11.00% | # Change-13.00% |
| Stck Ticker42226K105 | Stock NameHealthcare Realty | $ Position$18,748 | % Position3.00% | $ Change-11.00% | # Change-11.00% |