| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 05/19/2000 |
| ADV Location | ELLICOTT CITY, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 617,390,096 2% |
| of that, discretionary | 617,390,096 2% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 205,796,699 2% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds