| Total AUM | $288.2M |
| Discretionary | $284.3M99% of AUM |
| Non-Discretionary | $3.9M |
| Client Accounts | 521 |
| Avg Account Size | $553K |
| Employees | 6 |
| Peak AUM | $288.2MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | +26.3% | +21.5% | +16.4% | |
| Discretionary AUM | |||||
| Total AUM | $288.2M |
| Discretionary | $284.3M |
| Employees | 6 |
| Client Accounts | 521 |
| Client Range | 51-100 |
Address
12 TERRY DRIVE
NEWTOWN PA 18940
Phone
(888) 270-1574
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$284M
98.7% of AUM
Non-Discretionary
$4M
1.3% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
Total AUM
$288M
| $284M |
| +28.8% |
| +22.5% |
| +16.2% |
| Non-Disc. AUM | $4M | 48.2% | 14.8% | +77.4% |
| Total Accounts | 521 | 56.5% | 22.8% | 9.2% |
| Avg Account Size | $553,140.564 | +190.2% | +57.3% | +28.2% |
| Employees | 6 | +50.0% | +6.5% | +3.7% |
| AUM / Employee | $48M | 15.8% | +14.1% | +12.3% |
Client AUM Segments | |||||
| Wealth AUM | $277M | +28.6% | +22.6% | +15.7% | |
| Institutional AUM | $11M | 13.2% | +2.0% | +65.9% | |
Client Count Segments | |||||
| HNW Clients | 371 | +1.6% | 0.5% | +2.6% | |
| Institutional | 13 | +18.2% | +13.4% | +67.0% | |
| Individuals | 137 | +12.3% | +30.5% | +18.8% | |