| Registration status | Terminated |
| As of Date | 05/22/2025 |
| ADV Location | ERIE, PA, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| AUM* | 30,479,639 62% |
| of that, discretionary | 30,479,639 62% |
| Private Fund GAV* | 0 |
| Avg Account Size | 188,146 25% |
| % High Net Worth | 20.90% 213% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (81 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds