Adviser Profile
| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 03/17/2026 |
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| Former registrations | |
| ADV Location | NARBERTH, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 150,199,334 |
| of that, discretionary | 146,426,937 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,341,065 |
| % High Net Worth | 53.13% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
146M
126M
105M
84M
63M
42M
21M
2026
Private Funds
No private funds