Adviser Profile
| As of Date | 03/13/2026 |
| Registration | Pennsylvania, Approved, 10/04/2024 |
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| Former registrations | |
| ADV Location | SEWICKLEY, PA, United States |
| Contact Info | 724 xxxxxxx |
| Websites |
| AUM* | 66,129,365 -19% |
| of that, discretionary | 66,129,365 -19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 837,081 -26% |
| % High Net Worth | 21.88% -10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds