| Total AUM | $1.56B |
| Discretionary | $1.56B100% of AUM |
| Client Accounts | 1,711 |
| Avg Account Size | $914K |
| Employees | 30 |
| Peak AUM | $1.56BFeb 2026 |
Total AUM
$1.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +20.3% | +13.9% | +11.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.56B |
| Discretionary | $1.56B |
| Employees | 30 |
| Client Accounts | 1711 |
| Client Range | 26-50 |
Address
232 REGENT COURT
STATE COLLEGE PA 16801
Phone
814.861.3810
Filing History
67 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $1.6B |
| +20.3% |
| +13.9% |
| +11.1% |
| Total Accounts | 2k | 0.8% | +5.2% | +8.2% |
| Avg Account Size | $914,105.134 | +21.3% | +8.3% | +2.6% |
| Employees | 30 | +15.4% | +5.0% | +8.6% |
| AUM / Employee | $52M | +4.3% | +8.5% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +21.0% | +16.0% | +8.0% | |
| Institutional AUM | $387M | +22.8% | +11.7% | +21.9% | |
| Fund / Pooled AUM | $78M | +2.2% | +1.0% | +17.4% | |
Client Count Segments | |||||
| HNW Clients | 230 | +3.1% | 0.1% | +3.1% | |
| Institutional | 70 | +32.1% | +2.0% | +4.6% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | +15.1% | |
| Individuals | 209 | +7.2% | +7.1% | +6.8% | |