Adviser Profile
| As of Date | 07/24/2026 |
| Registration | Pennsylvania, Approved, 03/12/2014 |
| Contact Info | 610 xxxxxxx |
| AUM* | 110,000 100% |
| of that, discretionary | 110,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,500 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds