| Total AUM | $330.6M |
| Discretionary | $330.6M100% of AUM |
| Client Accounts | 23 |
| Avg Account Size | $14.4M |
| Employees | 3 |
| Peak AUM | $330.6MFeb 2026 |
| AUM CAGR | +10.8% /yrover 11 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $331M | +27.1% | +37.0% | +23.4% | |
| Discretionary AUM | |||||
| Total AUM | $330.6M |
| Discretionary | $330.6M |
| Employees | 3 |
| Client Accounts | 23 |
| Client Range | 0 |
Phone
215-801-1550
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$331M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$331M
| $331M |
| +27.1% |
| +37.0% |
| +23.4% |
| Total Accounts | 23 | +4.5% | 1.4% | +22.2% |
| Avg Account Size | $14M | +21.6% | +38.9% | +1.0% |
| Employees | 3 | 0.0% | 0.0% | +10.2% |
| AUM / Employee | $110M | +27.1% | +37.0% | +11.9% |
Client AUM Segments | |||||
| Wealth AUM | $303M | +26.6% | +37.4% | +24.1% | |
| Institutional AUM | $27M | +33.1% | +31.9% | +16.6% | |
Client Count Segments | |||||
| HNW Clients | 2 | 0.0% | +25.3% | +18.1% | |
| Institutional | 2 | +100.0% | +25.3% | +18.1% | |
| Individuals | 8 | 0.0% | +9.8% | 0.0% | |