| Total AUM | $33.6M |
| Discretionary | $29.0M86% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 18 |
| Avg Account Size | $1.9M |
| Employees | 19 |
| Peak AUM | $625.3MMar 2022 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $34M | +5.2% | 62.0% | 43.2% | |
| Discretionary AUM | $29M | ||||
| Total AUM | $33.6M |
| Discretionary | $29.0M |
| Employees | 19 |
| Client Accounts | 18 |
| Client Range | 1-10 |
Address
ONE TOWER BRIDGE
W. CONSHOHOCKEN PA 19428
Phone
610-341-3900
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$29M
86.3% of AUM
Non-Discretionary
$5M
13.7% of AUM
Disc. mix ▲ 36.0pp vs 1 year ago
Total AUM
$34M
| +80.6% |
| 50.8% |
| 35.6% |
| Non-Disc. AUM | $5M | 71.0% | 76.8% | 56.9% |
| Total Accounts | 18 | 10.0% | 58.8% | 38.3% |
| Avg Account Size | $2M | +16.9% | 7.8% | 8.0% |
| Employees | 19 | 0.0% | 12.1% | 11.0% |
| AUM / Employee | $2M | +5.2% | 56.7% | 36.2% |
Client AUM Segments | |||||
| Wealth AUM | $34M | +5.2% | 61.8% | 43.1% | |
Client Count Segments | |||||
| HNW Clients | 1 | 0.0% | 51.9% | 32.2% | |
| Individuals | 3 | 0.0% | 63.6% | 44.7% | |