| As of Date | 11/21/2025 |
| Registration status | Registration Changed to HARTLEY ADVISORS CORP. |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 105,590,000 21% |
| of that, discretionary | 102,260,000 32% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 262,010 14% |
| % High Net Worth | 30.58% 41% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds