Adviser Profile
| As of Date | 10/27/2025 |
| Registration | Pennsylvania, Approved, 05/09/2024 |
| ADV Location | LANSDALE, PA, United States |
| Contact Info | 484 xxxxxxx |
| AUM* | 800,000 |
| of that, discretionary | 800,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 400,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds