One Belmont Avenue, Suite 1000, Bala Cynwyd, PA 19004
Phone
(610) 660-4283
CRD number
285183
Registration
SEC registered since 2023-11-14
Compensation (Form ADV 5.E)
Other (Percentage of Fees Solicited)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Selection of other advisers
Clients reported (Form ADV 5.D)
7
Individual / high-net-worth clients
7 / 0
Employees
65
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-11
SEC registered investment adviser, CRD 285183, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.