Adviser Profile
| As of Date | 01/26/2021 |
| Registration status | Terminated |
| ADV Location | WEST CHESTER, OH, United States |
| Websites |
| AUM* | 502,759,023 |
| of that, discretionary | 501,071,476 |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,129,796 |
| % High Net Worth | 45.23% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
501M
429M
358M
286M
215M
143M
72M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds