| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 04/30/2014 |
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| ADV Location | MALVERN, PA, United States |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 41,843,740,164 19% |
| of that, discretionary | 41,843,740,164 19% |
| Number of Employees | 24 9% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 589,348,453 -21% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds