Adviser Profile
| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 07/17/2025 |
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| Former registrations | |
| ADV Location | COLLEGEVILLE, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 123,230,422 11% |
| of that, discretionary | 101,042,830 0% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 635,208 7% |
| % High Net Worth | 27.06% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- 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
101M
87M
72M
58M
43M
29M
14M
2025
2026
Private Funds
No private funds