| Total AUM | $272.1M |
| Discretionary | $266.2M98% of AUM |
| Non-Discretionary | $5.9M |
| Client Accounts | 684 |
| Avg Account Size | $398K |
| Employees | 4 |
| Peak AUM | $272.1MMar 2026 |
Total AUM
$272M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $272M | +20.5% | — | — | |
| Discretionary AUM | $266M | ||||
| Total AUM | $272.1M |
| Discretionary | $266.2M |
| Employees | 4 |
| Client Accounts | 684 |
| Client Range | 101-250 |
Address
1845 WALNUT STREET
PHILADELPHIA PA 19103
Phone
5714771375
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$266M
97.8% of AUM
Non-Discretionary
$6M
2.2% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $6M | 19.8% | — | — |
| Total Accounts | 684 | 3.9% | — | — |
| Avg Account Size | $397,785.899 | +25.5% | — | — |
| Employees | 4 | 0.0% | +27.7% | — |
| AUM / Employee | $68M | +20.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $265M | +23.9% | — | — | |
| Institutional AUM | $7M | 42.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 89 | +20.3% | — | — | |
| Individuals | 87 | +2.4% | — | — | |