Adviser Profile
| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 11/06/2024 |
|
|
|
| Former registrations | |
| ADV Location | WEXFORD, PA, United States |
| Contact Info | 724 xxxxxxx |
| Websites |
| AUM* | 128,050,000 18% |
| of that, discretionary | 128,050,000 18% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,833 -33% |
| % High Net Worth | 12.86% 46% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
128M
110M
91M
73M
55M
37M
18M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$32,700,586 | % Position25.00% | $ Change152.00% | # Change151.00% |
| Stck Ticker464288513 | Stock NameISHARES TR | $ Position$9,902,646 | % Position8.00% | $ Change375.00% | # Change392.00% |
| Stck Ticker00888H208 | Stock NameAIM ETF PRODUCTS TRUST | $ Position$6,728,008 | % Position5.00% | $ Change20.00% | # Change18.00% |
| Stck Ticker00888H802 | Stock NameAIM ETF PRODUCTS TRUST | $ Position$6,748,235 | % Position5.00% | $ Change21.00% | # Change18.00% |
| Stck Ticker00888H406 | Stock NameAIM ETF PRODUCTS TRUST | $ Position$6,717,513 | % Position5.00% | $ Change20.00% | # Change18.00% |
| Stck Ticker00888H505 | Stock NameAIM ETF PRODUCTS TRUST | $ Position$6,757,140 | % Position5.00% | $ Change21.00% | # Change18.00% |
| Stck Ticker46429B655 | Stock NameISHARES TR | $ Position$5,800,607 | % Position4.00% | $ Change | # Change |
| Stck Ticker46432F396 | Stock NameISHARES TR | $ Position$3,838,227 | % Position3.00% | $ Change-53.00% | # Change-50.00% |
| Stck Ticker78464A359 | Stock NameSPDR SERIES TRUST | $ Position$3,570,946 | % Position3.00% | $ Change-39.00% | # Change-35.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,314,228 | % Position3.00% | $ Change0.00% | # Change-13.00% |