| As of Date | 06/17/2026 |
| Registration | SEC, Approved, 02/03/1998 |
| ADV Location | HUNT VALLEY, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 5,157,339,356 -5% |
| of that, discretionary | 395,236,792 -14% |
| Number of Employees | 14 -30% |
| of those in investment advisory functions | 11 -31% |
| Private Fund GAV* | 0 |
| Avg Account Size | 107,444,570 63% |
| % High Net Worth | 22.92% -37% |
| 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
- Insurance companies
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds