Adviser Profile
| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 06/18/2024 |
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| Former registrations | |
| ADV Location | ALLENTOWN, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 156,618,612 25% |
| of that, discretionary | 156,505,111 25% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 254,664 17% |
| % High Net Worth | 9.76% 37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
157M
134M
112M
89M
67M
45M
22M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922040845 | Stock NameVANGUARD INSTL INDEX FD | $ Position$10,705,478 | % Position11.00% | $ Change-5.00% | # Change-5.00% |
| Stck Ticker47103U746 | Stock NameJANUS DETROIT STR TR | $ Position$10,127,954 | % Position10.00% | $ Change13.00% | # Change16.00% |
| Stck Ticker47103U852 | Stock NameJANUS DETROIT STR TR | $ Position$9,647,554 | % Position10.00% | $ Change-6.00% | # Change1.00% |
| Stck Ticker47103U845 | Stock NameJANUS DETROIT STR TR | $ Position$7,990,418 | % Position8.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker90470L550 | Stock NameUNIFIED SER TR | $ Position$7,915,228 | % Position8.00% | $ Change-8.00% | # Change-3.00% |
| Stck Ticker922020748 | Stock NameVANGUARD MALVERN FDS | $ Position$7,345,278 | % Position7.00% | $ Change-2.00% | # Change3.00% |
| Stck Ticker921946794 | Stock NameVANGUARD WHITEHALL FDS | $ Position$2,722,339 | % Position3.00% | $ Change5.00% | # Change2.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$2,949,955 | % Position3.00% | $ Change-30.00% | # Change-31.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$1,840,715 | % Position2.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$2,104,584 | % Position2.00% | $ Change10.00% | # Change18.00% |