| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 08/18/2004 |
| ADV Location | WAYNE, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 2,153,460,678 1% |
| of that, discretionary | 2,153,460,678 1% |
| Private Fund GAV* | 0 |
| Avg Account Size | 307,637,240 30% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 368 -4%
of those in investment advisory functions 34 -6%
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds