Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 07/05/2024 |
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| Former registrations | |
| ADV Location | BALA CYNWYD, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 189,163,900 55% |
| of that, discretionary | 189,163,900 55% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 294,648 33% |
| % High Net Worth | 18.15% 160% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for 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
189M
162M
135M
108M
81M
54M
27M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$11,280,285 | % Position8.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker92189F676 | Stock NameVANECK ETF TRUST | $ Position$7,882,501 | % Position6.00% | $ Change-6.00% | # Change1.00% |
| Stck Ticker464287754 | Stock NameISHARES TR | $ Position$5,501,206 | % Position4.00% | $ Change-5.00% | # Change3.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$5,972,351 | % Position4.00% | $ Change7.00% | # Change6.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,349,661 | % Position3.00% | $ Change3.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,884,597 | % Position3.00% | $ Change9.00% | # Change-6.00% |
| Stck Ticker81369Y209 | Stock NameSELECT SECTOR SPDR TR | $ Position$3,703,732 | % Position3.00% | $ Change11.00% | # Change4.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$3,637,882 | % Position3.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$4,665,951 | % Position3.00% | $ Change-4.00% | # Change-9.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$2,695,357 | % Position2.00% | $ Change13.00% | # Change11.00% |