Adviser Profile

As of Date 10/02/2025
Registration status Terminated
ADV Location WYNDMOOR, PA, United States
Contact Info 484 xxxxxxx
Websites
AUM* 2,643,333,236 -6%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 881,111,079 -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

3B 2B 2B 2B 1B 802M 401M
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary