Adviser Profile

As of Date 06/22/2026
Registration SEC, Approved, 01/22/2015
Other registrations (2)
ADV Location NEWTOWN, PA, United States
Contact Info 215 xxxxxxx
Websites
AUM* 717,601,381 13%
of that, discretionary 717,601,381 13%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 491,171 21%
% High Net Worth 50.00% 21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

718M 615M 513M 410M 308M 205M 103M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$84,948,848 % Position12.00% $ Change24.00% # Change9.00%
Stck Ticker808524201 Stock NameSCHWAB STRATEGIC TR $ Position$65,414,512 % Position9.00% $ Change17.00% # Change2.00%
Stck Ticker464287226 Stock NameISHARES TR $ Position$43,879,631 % Position6.00% $ Change8.00% # Change9.00%
Stck Ticker464288513 Stock NameISHARES TR $ Position$38,470,676 % Position5.00% $ Change5.00% # Change4.00%
Stck Ticker464287242 Stock NameISHARES TR $ Position$35,698,681 % Position5.00% $ Change12.00% # Change12.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$32,030,984 % Position4.00% $ Change20.00% # Change13.00%
Stck Ticker46434G103 Stock NameISHARES TR $ Position$28,632,650 % Position4.00% $ Change24.00% # Change5.00%
Stck Ticker46429B655 Stock NameISHARES TR $ Position$26,929,214 % Position4.00% $ Change-2.00% # Change-2.00%
Stck Ticker464288281 Stock NameISHARES TR $ Position$23,052,746 % Position3.00% $ Change11.00% # Change8.00%
Stck Ticker808524839 Stock NameSCHWAB STRATEGIC TR $ Position$22,129,220 % Position3.00% $ Change-6.00% # Change-6.00%

Brochure Summary