Adviser Profile
| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 11/19/2025 |
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| Former registrations | |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 118,678,000 |
| of that, discretionary | 115,213,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 274,083 |
| % High Net Worth | 28.24% |
| 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
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
104M
89M
74M
59M
45M
30M
15M
2025
2026
Private Funds
No private funds