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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10 25.00%
of those in investment advisory functions 6 20.00%
Registration Pennsylvania, Terminated, 05/19/2010
Other registrations (1)
AUM* 630,551,738 38.39%
of that, discretionary 470,465,522 37.95%
Private Fund GAV* 0 -100.00%
Avg Account Size 623,691 10.05%
% High Net Worth 38.38% 8.44%
SMA’s Yes
Private Funds 0 1
Contact Info (41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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

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

Reported AUM

361M 310M 258M 206M 155M 103M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary