| Total AUM | $2.09B |
| Discretionary | $2.09B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $417.4M |
| Employees | 10 |
| Peak AUM | $3.01BOct 2018 |
| AUM CAGR | +7.7% /yrover 21 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +25.1% | +8.2% | 6.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.09B |
| Discretionary | $2.09B |
| Employees | 10 |
| Client Accounts | 5 |
Address
3175 OREGON PIKE
LEOLA PA 17540
Phone
717-396-1116
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.1B
| $2.1B |
| +25.1% |
| +8.2% |
| 6.6% |
| Total Accounts | 5 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $417M | +25.1% | +8.2% | 6.6% |
| Employees | 10 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $209M | +25.1% | +8.2% | 6.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +25.1% | +8.2% | 6.6% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |