| Total AUM | $1.83B |
| Discretionary | $1.83B100% of AUM |
| Non-Discretionary | $750K |
| Client Accounts | 2,648 |
| Avg Account Size | $693K |
| Employees | 37 |
| Peak AUM | $1.83BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +23.3% | +25.6% | +21.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.83B |
| Discretionary | $1.83B |
| Employees | 37 |
| Client Accounts | 2648 |
| Client Range | 51-100 |
Address
150 SOUTH WARNER ROAD
KING OF PRUSSIA PA 19406
Phone
610-520-1500
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
100.0% of AUM
Non-Discretionary
$749,522
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Total AUM
$1.8B
| $1.8B |
| +23.2% |
| +25.5% |
| +21.7% |
| Non-Disc. AUM | $749,522 | +28.0% | — | — |
| Total Accounts | 3k | 33.6% | +9.4% | +0.8% |
| Avg Account Size | $692,590.191 | +85.5% | +14.8% | +20.7% |
| Employees | 37 | 0.0% | 3.4% | 1.0% |
| AUM / Employee | $50M | +23.3% | +29.9% | +23.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.8B | +23.4% | +25.8% | +21.9% | |
| Institutional AUM | $20M | +12.9% | +11.1% | +7.3% | |
Client Count Segments | |||||
| HNW Clients | 2k | +7.4% | +9.7% | +7.8% | |
| Institutional | 27 | 0.0% | +7.1% | +1.6% | |
| Individuals | 1k | +2.1% | +9.0% | +65.5% | |