| Total AUM | $260.0M |
| Discretionary | $260.0M100% of AUM |
| Client Accounts | 505 |
| Avg Account Size | $515K |
| Employees | 4 |
| Peak AUM | $260.0MMar 2026 |
Total AUM
$260M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $260M | +33.3% | +26.3% | +20.3% | |
| Discretionary AUM | |||||
| Total AUM | $260.0M |
| Discretionary | $260.0M |
| Employees | 4 |
| Client Accounts | 505 |
| Client Range | 101-250 |
Address
72 EAST STATE STREET
DOYLESTOWN PA 18901
Phone
215 558 5500
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$260M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $260M |
| +33.3% |
| +26.3% |
| +20.3% |
| Total Accounts | 505 | +5.2% | +4.9% | 0.3% |
| Avg Account Size | $514,851.485 | +26.7% | +20.4% | +20.6% |
| Employees | 4 | 0.0% | 12.6% | 10.3% |
| AUM / Employee | $65M | +33.3% | +44.5% | +34.1% |
Client AUM Segments | |||||
| Wealth AUM | $260M | +33.3% | +26.3% | +20.3% | |
Client Count Segments | |||||
| HNW Clients | 170 | +9.7% | +9.4% | +26.8% | |
| Individuals | 105 | +12.9% | +19.8% | +36.6% | |