Adviser Profile
| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 01/16/2025 |
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| Former registrations | |
| ADV Location | KING OF PRUSSIA, PA, United States |
| Contact Info | 267 xxxxxxx |
| AUM* | 146,485,000 20% |
| of that, discretionary | 146,485,000 20% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 292,385 74% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
146M
126M
105M
84M
63M
42M
21M
2024
2025
2026
Private Funds
No private funds