| Total AUM | $155.4M |
| Discretionary | $155.4M100% of AUM |
| Client Accounts | 463 |
| Avg Account Size | $336K |
| Employees | 4 |
| Peak AUM | $155.4MMar 2026 |
| AUM CAGR | +17.2% /yrover 1 yrs · 15 filings |
Total AUM
$155M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $155M | +20.3% | — | — | |
| Discretionary AUM | $155M | ||||
| Total AUM | $155.4M |
| Discretionary | $155.4M |
| Employees | 4 |
| Client Accounts | 463 |
| Client Range | 101-250 |
Address
626 SOUTH STATE STREET
NEWTOWN PA 18940
Phone
215-968-1820
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$155M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 463 | +7.9% | — | — |
| Avg Account Size | $335,598.216 | +11.5% | — | — |
| Employees | 4 | +33.3% | — | — |
| AUM / Employee | $39M | 9.8% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $155M | +20.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 85 | +7.6% | — | — | |
| Individuals | 96 | +33.3% | — | — | |