Adviser Profile
| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 11/07/2024 |
|
|
|
| Former registrations | |
| ADV Location | BETHLEHEM, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 262,465,084 99% |
| of that, discretionary | 221,256,160 95% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 514,637 143% |
| % High Net Worth | 17.33% 320% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
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
- Fixed fees (other than subscription fees)
Reported AUM
221M
190M
158M
126M
95M
63M
32M
2024
2025
2026
Private Funds
No private funds