| Total AUM | $3.51B |
| Discretionary | $3.47B99% of AUM |
| Non-Discretionary | $45.2M |
| Client Accounts | 3,849 |
| Avg Account Size | $913K |
| Employees | 87 |
| Peak AUM | $3.51BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.5B | +16.7% | +23.3% | +35.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.51B |
| Discretionary | $3.47B |
| Employees | 87 |
| Client Accounts | 3849 |
| Client Range | 251-500 |
Address
1818 MARKET STREET
PHILADELPHIA PA 19103
Phone
215.731.1820
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.5B
98.7% of AUM
Non-Discretionary
$45M
1.3% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Custody
Total AUM
$3.5B
| $3.5B |
| +15.9% |
| +23.1% |
| +35.7% |
| Non-Disc. AUM | $45M | +126.2% | +53.7% | +14.9% |
| Total Accounts | 4k | +14.2% | +19.8% | +21.9% |
| Avg Account Size | $912,917.046 | +2.2% | +2.9% | +10.9% |
| Employees | 87 | +47.5% | +35.6% | +39.5% |
| AUM / Employee | $40M | 20.9% | 9.1% | 3.1% |
Client AUM Segments | |||||
| Wealth AUM | $3.3B | +22.2% | +26.9% | +34.6% | |
| Institutional AUM | $189M | +14.3% | +19.7% | +46.8% | |
| Other AUM | $14M | 41.6% | +17.8% | — | |
Client Count Segments | |||||
| HNW Clients | 736 | +51.4% | +58.8% | +66.6% | |
| Institutional | 74 | 26.0% | +32.6% | +51.4% | |
| Individuals | 599 | +16.3% | +15.0% | +21.0% | |