Adviser Profile

As of Date 07/07/2026
Registration SEC, Approved, 03/15/2021
Other registrations (3)
ADV Location MECHANICSBURG, PA, United States
Contact Info 717 xxxxxxx
Websites
AUM* 278,314,238 13%
of that, discretionary 271,408,110 14%
Number of Employees 8
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 212,616 14%
% High Net Worth 8.08% 9%
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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

271M 233M 194M 155M 116M 78M 39M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary