Adviser Profile

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

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

8B 7B 6B 5B 3B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary