This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=22.0 bank_owner=false

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

47

Advisory employees

25

Offices

0Schedule D 1.F, beyond the principal office

SEC number

801-135863

CRD

341357

Filings on the tape

3

First filed

Mar 16, 2026

Latest filed

Sep 18, 2026

Organised

Limited Liability Company, PA

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5f2dd5d-09a8-7a6e-0247-5ea5cbe7055d

First observed

Mar 16, 2026

Last observed

Sep 18, 2026 42 h ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.