| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 04/18/2001 |
| ADV Location | WAYNE, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 6,935,030,540 -11% |
| of that, discretionary | 6,371,392,812 -11% |
| Number of Employees | 18 6% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,764,080 1% |
| % High Net Worth | 58.80% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)