| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/26/1999 |
| ADV Location | WEST CONSHOHOCKEN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 1,295,038,694 19% |
| of that, discretionary | 1,036,476,287 24% |
| Number of Employees | 14 -13% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,831,738 26% |
| % High Net Worth | 54.51% 237% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084670108 | Stock NameBerkshire Hathaway Inc A | $ Position$415,611,750 | % Position40.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker512807306 | Stock NameLam Research Corp | $ Position$36,882,509 | % Position4.00% | $ Change95.00% | # Change-4.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Limited | $ Position$28,389,704 | % Position3.00% | $ Change29.00% | # Change5.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$28,877,186 | % Position3.00% | $ Change61.00% | # Change41.00% |
| Stck Ticker67066G104 | Stock NameNvidia Corp | $ Position$27,002,141 | % Position3.00% | $ Change35.00% | # Change18.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc Class A | $ Position$16,409,848 | % Position2.00% | $ Change71.00% | # Change37.00% |
| Stck Ticker532457108 | Stock NameEli Lilly & Company | $ Position$15,543,057 | % Position2.00% | $ Change54.00% | # Change18.00% |
| Stck Ticker46625H100 | Stock NameJ.P. Morgan Chase & Co | $ Position$20,029,787 | % Position2.00% | $ Change41.00% | # Change27.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$16,567,003 | % Position2.00% | $ Change36.00% | # Change35.00% |
| Stck Ticker65339F101 | Stock NameNextera Energy | $ Position$5,481,947 | % Position1.00% | $ Change57.00% | # Change66.00% |