Adviser Profile
| As of Date | 08/01/2019 |
| Registration status | Terminated |
| ADV Location | NEWTOWN, PA, United States |
| AUM* | 883,803,617 |
| of that, discretionary | 760,467,489 |
| Number of Employees | 21 |
| of those in investment advisory functions | 19 |
| Private Fund GAV* | 0 |
| Avg Account Size | 358,105 |
| % High Net Worth | 30.68% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
760M
652M
543M
435M
326M
217M
109M
2015
2016
2017
2018
2019
Private Funds
No private funds