AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 176 | $0.0 |
| Average Individual AUM | $261,473 | |
| HNW | 20 | $0.0 |
| Average HNW AUM | $2,414,571 | |
| Retail Total | 196 | $0.1 |
| Average Retail AUM | $481,177 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
| HAND BENEFITS & TRUST COMPANY | UTICA-NY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 9% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 1% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 81% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARY CHUHINKA KURTZ | STATE COLLEGE | PA | S63|1991-08-09|S65|2000-03-10 | ||||||
| JOHN ARRINGTON | STATE COLLEGE | PA | S63|1999-10-05|S66|2016-12-30 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 8% | 6 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 28% | 6 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | 20% | 6 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, PA-10/22/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV