DBA: FINANCIAL COACH
| Total AUM | $397.3M |
| Discretionary | $397.2M100% of AUM |
| Non-Discretionary | $109K |
| Client Accounts | 774 |
| Avg Account Size | $513K |
| Employees | 7 |
| Peak AUM | $397.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $397M | +14.6% | +18.4% | +11.8% | |
| Discretionary AUM | |||||
| Total AUM | $397.3M |
| Discretionary | $397.2M |
| Employees | 7 |
| Client Accounts | 774 |
| Client Range | 251-500 |
Address
940 E. BOOT RD.
WEST CHESTER PA 19380
Phone
484-887-0452
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$397M
100.0% of AUM
Non-Discretionary
$108,744
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +7.7% /yrover 11 yrs · 20 filings |
Total AUM
$397M
| $397M |
| +14.5% |
| +18.4% |
| +11.8% |
| Non-Disc. AUM | $108,744 | — | — | — |
| Total Accounts | 774 | +7.9% | +7.8% | +7.3% |
| Avg Account Size | $513,326.977 | +6.1% | +9.8% | +4.2% |
| Employees | 7 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $57M | +14.6% | +18.4% | +11.8% |
Client AUM Segments | |||||
| Wealth AUM | $397M | +14.6% | +18.4% | +11.8% | |
Client Count Segments | |||||
| HNW Clients | 172 | +7.5% | +4.4% | 0.4% | |
| Individuals | 81 | +3.8% | +9.3% | +42.5% | |