| Total AUM | $339.0M |
| Discretionary | $18.8M6% of AUM |
| Non-Discretionary | $320.2M |
| Client Accounts | 604 |
| Avg Account Size | $561K |
| Employees | 16 |
| Peak AUM | $389.3MFeb 2024 |
| AUM CAGR |
Total AUM
$339M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $339M | 0.0% | 1.1% | +3.0% | |
| Discretionary AUM | $19M | ||||
| Total AUM | $339.0M |
| Discretionary | $18.8M |
| Employees | 16 |
| Client Accounts | 604 |
| Client Range | 0 |
Address
259 N. RADNOR-CHESTER RD.
RADNOR PA 19087
Phone
610-341-1320
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$19M
5.5% of AUM
Non-Discretionary
$320M
94.5% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
| +35.8% |
| 37.1% |
| +18.6% |
| Non-Disc. AUM | $320M | 1.5% | +5.2% | +2.4% |
| Total Accounts | 604 | +1.5% | +2.4% | +2.3% |
| Avg Account Size | $561,285.576 | 1.5% | 3.4% | +0.6% |
| Employees | 16 | 11.1% | 5.6% | 5.4% |
| AUM / Employee | $21M | +12.5% | +4.7% | +8.8% |
Client AUM Segments | |||||
| Wealth AUM | $339M | 0.0% | 1.1% | +3.0% | |
Client Count Segments | |||||
| HNW Clients | 604 | +3.2% | +2.4% | +2.3% | |