AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 290 | $0.1 |
| Average Individual AUM | $222,470 | |
| HNW | 41 | $0.1 |
| Average HNW AUM | $2,137,916 | |
| Retail Total | 331 | $0.2 |
| Average Retail AUM | $459,730 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 23% | $0.0 |
| Equity Non-Exch | 6% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 63% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL REIMER | CRANBERRY TWP | PA | S63|2004-03-24|S65|2021-12-12 | ||||||
| DAVID SMITH | CRANBERRY TWP | PA | S66|2001-02-14 | ||||||
| JOSIAH HOFFMAN | CRANBERRY TWP | PA | S66|2008-11-03 | ||||||
| ALEX FEYCHE | CRANBERRY TWP | PA | S66|2019-10-23 | ||||||
| ROBERT FEYCHE | CRANBERRY TWP | PA | S63|1991-02-20|S65|1997-08-11 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 19% | 6 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 8% | 6 | 0 | 0% |
| 2022-04-01 | $0.4 | -$0.2 | -55% | 6 | 0 | 0% |
| 2021-04-05 | $0.2 | -$0.1 | -35% | 7 | -1 | -14% |
| 2020-04-01 | $0.1 | $0.0 | 10% | 6 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.0 | 38% | 4 | 2 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, FL-01/10/2025, NC-01/10/2025, OH-01/15/2021, PA-03/28/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV