| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 02/07/2006 |
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| ADV Location | BLUE BELL, PA, United States |
| Contact Info | 610 xxxxxxx |
| AUM* | 403,003,000 11% |
| of that, discretionary | 365,734,000 15% |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,831,832 3% |
| % High Net Worth | 62.10% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SANVILLE & COMPANY LLC | Filing Date01/14/2026 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY LLC | Filing Date01/13/2025 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY LLC | Filing Date12/28/2023 | Form ADV-E View Report |