| Total AUM | $326.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $326.6M |
| Client Accounts | 1,658 |
| Avg Account Size | $197K |
| Employees | 6 |
| Peak AUM | $338.8MMar 2010 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $327M | +7.2% | +12.4% | +10.6% | |
| Non-Disc. AUM | $327M | ||||
| Total AUM | $326.6M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 1658 |
| Client Range | 101-250 |
Address
6111 TULANE AVE
GLEN ECHO MD 20812-1205
Phone
[301]229-8500
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$327M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +10.3% /yrover 25 yrs · 47 filings |
Total AUM
$327M
| +7.2% |
| +12.4% |
| +10.6% |
| Total Accounts | 2k | +2.2% | +16.9% | +10.2% |
| Avg Account Size | $196,970.108 | +4.9% | 3.9% | +0.3% |
| Employees | 6 | 0.0% | 0.0% | +3.7% |
| AUM / Employee | $54M | +7.2% | +12.4% | +6.7% |
Client AUM Segments | |||||
| Wealth AUM | $318M | +5.1% | +11.6% | +10.2% | |
| Institutional AUM | $3M | +40.5% | +22.2% | +9.3% | |
| Other AUM | $3M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 243 | +73.6% | +10.4% | +8.2% | |
| Institutional | 7 | +250.0% | +50.1% | +28.0% | |
| Individuals | 54 | 54.6% | 19.7% | 9.6% | |