| Registration status | Terminated |
| As of Date | 07/05/2023 |
| ADV Location | ALLENTOWN, PA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| AUM* | 539,653,807 -12% |
| of that, discretionary | 501,146,748 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 602,965 -15% |
| % High Net Worth | 59.00% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 610 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds