Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 08/21/2025 |
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| Former registrations | |
| ADV Location | YARDLEY, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 129,279,398 14% |
| of that, discretionary | 119,741,267 16% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 205,859 -1% |
| % High Net Worth | 51.41% -23% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
120M
103M
86M
68M
51M
34M
17M
2025
2026
Private Funds
No private funds