Adviser Profile
| As of Date | 04/25/2019 |
| Registration status | Terminated |
| ADV Location | CHADDS FORD, PA, United States |
| AUM* | 199,212,619 |
| of that, discretionary | 11,405,557 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,212,619 |
| % High Net Worth | 36.84% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
194M
167M
139M
111M
83M
56M
28M
2015
2016
2017
2018
2019