Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 05/21/2026 |
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| Former registrations | |
| ADV Location | ERIE, PA, United States |
| Contact Info | 814 xxxxxxx |
| Websites |
| AUM* | 107,461,065 |
| of that, discretionary | 89,023,151 |
| Number of Employees | 9 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,107,846 |
| % High Net Worth | 38.14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
89M
76M
64M
51M
38M
25M
13M
2026
Private Funds
No private funds