| Total AUM | $198.9M |
| Discretionary | $194.2M98% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 797 |
| Avg Account Size | $250K |
| Employees | 6 |
| Peak AUM | $198.9MFeb 2026 |
| AUM CAGR | +11.7% /yrover 5 yrs · 11 filings |
Total AUM
$199M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $199M | +17.5% | +21.1% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $198.9M |
| Discretionary | $194.2M |
| Employees | 6 |
| Client Accounts | 797 |
| Client Range | 1-10 |
Address
1011 BROOKSIDE ROAD
ALLENTOWN PA 18106
Phone
(484) 209-5270
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$194M
97.7% of AUM
Non-Discretionary
$5M
2.3% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Custody
No related registrations reported
| $194M |
| +16.8% |
| +20.6% |
| +11.5% |
| Non-Disc. AUM | $5M | +60.6% | +51.7% | +30.0% |
| Total Accounts | 797 | +9.5% | +5.8% | +3.4% |
| Avg Account Size | $249,515.335 | +7.3% | +14.5% | +8.1% |
| Employees | 6 | +50.0% | +14.9% | +8.6% |
| AUM / Employee | $33M | 21.7% | +5.3% | +2.9% |
Client AUM Segments | |||||
| Wealth AUM | $196M | +17.4% | +20.9% | +11.6% | |
| Institutional AUM | $3M | +25.8% | +34.2% | +20.0% | |
Client Count Segments | |||||
| HNW Clients | 171 | 5.0% | 3.4% | 2.8% | |
| Individuals | 89 | +53.4% | +42.0% | +21.6% | |