| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 02/01/2006 |
| ADV Location | LEOLA, PA, United States |
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 29,259,369 -30% |
| of that, discretionary | 29,259,369 -30% |
| Number of Employees | 8 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,753,123 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds