Adviser Profile

As of Date 07/14/2026
Registration SEC, Approved, 05/19/2021
Other registrations (4)
ADV Location WEST CHESTER, PA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 3,440,714,185 45%
of that, discretionary 3,426,600,557 45%
Number of Employees 15 150%
of those in investment advisory functions 12 140%
Private Fund GAV* 0
Avg Account Size 1,411,865 20%
% High Net Worth 98.59% 1%
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
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 979M 490M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary