| Total AUM | $247.3M |
| Discretionary | $247.3M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $247.3M |
| Employees | 12 |
| Peak AUM | $247.3MMar 2026 |
Total AUM
$247M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $247M | — | — | — | — |
| Discretionary AUM | $247M | — | — | ||
| Total AUM | $247.3M |
| Discretionary | $247.3M |
| Employees | 12 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
1787 SENTRY PARKWAY WEST
BLUE BELL PA 19422
Phone
215-310-7770
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$247M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 1 | — | — | — | — |
| Avg Account Size | $247M | — | — | — | — |
| Employees | 12 | 0.0% | — | — | — |
| AUM / Employee | $21M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $247M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | — |