| Total AUM | $271.9M |
| Discretionary | $269.4M99% of AUM |
| Non-Discretionary | $2.4M |
| Client Accounts | 758 |
| Avg Account Size | $359K |
| Employees | 6 |
| Peak AUM | $271.9MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $272M | +15.1% | +13.9% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $271.9M |
| Discretionary | $269.4M |
| Employees | 6 |
| Client Accounts | 758 |
| Client Range | 101-250 |
Address
125 PHEASANT RUN
NEWTOWN PA 18940
Phone
(215) 860-2234
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$269M
99.1% of AUM
Non-Discretionary
$2M
0.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +11.9% /yrover 20 yrs · 44 filings |
Total AUM
$272M
| $269M |
| +15.2% |
| +13.9% |
| +7.6% |
| Non-Disc. AUM | $2M | +7.0% | +13.7% | +9.2% |
| Total Accounts | 758 | +323.5% | +0.8% | +4.9% |
| Avg Account Size | $358,672.483 | 72.8% | +13.0% | +2.6% |
| Employees | 6 | 0.0% | 0.0% | +8.4% |
| AUM / Employee | $45M | +15.1% | +13.9% | 0.8% |
Client AUM Segments | |||||
| Wealth AUM | $272M | +15.1% | +13.8% | +7.6% | |
| Institutional AUM | $295,228 | +32.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 113 | 0.9% | 1.8% | +4.4% | |
| Individuals | 70 | +11.1% | +9.3% | +7.4% | |