Overview
Assets Under Management: $150 million
Headquarters: LEMOYNE, PA
High-Net-Worth Clients: 10
Average Client Assets: $15 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.95
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 173454
Last Filing Date: 2025-02-12 00:00:00