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Adviser Profile

As of Date 06/04/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration Pennsylvania, Approved, 09/06/2016
AUM* 17,000,000
of that, discretionary 17,000,000
Private Fund GAV* 0
Avg Account Size 531,250
SMA’s No
Private Funds 0
Contact Info 610 xxxxxxx

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees