| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 11/10/2010 |
| ADV Location | CONSHOHOCKEN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 787,818,303 23% |
| of that, discretionary | 401,892,240 24% |
| Number of Employees | 19 12% |
| of those in investment advisory functions | 18 6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,404,311 17% |
| % High Net Worth | 49.17% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$32,409,425 | % Position10.00% | $ Change23.00% | # Change1.00% |
| Stck Ticker921932703 | Stock NameVANGUARD ADMIRAL FDS INC | $ Position$19,516,977 | % Position6.00% | $ Change11.00% | # Change4.00% |
| Stck Ticker464287408 | Stock NameISHARES TR | $ Position$11,855,883 | % Position4.00% | $ Change6.00% | # Change-2.00% |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$13,191,329 | % Position4.00% | $ Change9.00% | # Change10.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$9,820,534 | % Position3.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker922908538 | Stock NameVANGUARD INDEX FDS | $ Position$8,408,548 | % Position3.00% | $ Change | # Change |
| Stck Ticker921937835 | Stock NameVANGUARD BD INDEX FDS | $ Position$4,747,422 | % Position2.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker464288588 | Stock NameISHARES TR | $ Position$6,033,495 | % Position2.00% | $ Change7.00% | # Change8.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$5,883,326 | % Position2.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker921946885 | Stock NameVANGUARD WHITEHALL FDS | $ Position$5,119,452 | % Position2.00% | $ Change10.00% | # Change7.00% |