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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/25/1991
ADV Location LEOLA, PA, United States
Contact Info 717 xxxxxxx
Websites
AUM* 3,295,095,778 39%
of that, discretionary 3,295,095,778 39%
Number of Employees 35
of those in investment advisory functions 17
Private Fund GAV* 0
Avg Account Size 76,630,134 61%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 941M 471M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary