Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 09/14/2018
Other registrations (9)
ADV Location BERWYN, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 256,905,735 28%
of that, discretionary 256,905,735 28%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 812,993 26%
% High Net Worth 44.44% 16%
SMA’s Yes
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

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

257M 220M 184M 147M 110M 73M 37M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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