| Total AUM | $315.9M |
| Discretionary | $315.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $315.9M |
| Employees | 1 |
| Peak AUM | $837.1MMar 2015 |
| AUM CAGR | +10.7% /yrover 25 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $316M | +12.1% | +8.8% | 1.2% | |
| Discretionary AUM | $316M | ||||
| Total AUM | $315.9M |
| Discretionary | $315.9M |
| Employees | 1 |
| Client Accounts | 1 |
Address
122 E. BUTLER AVE
AMBLER PA 19002
Phone
215-884-4458
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$316M
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
$316M
| +12.1% |
| +8.8% |
| 1.2% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $316M | +12.1% | +8.8% | 1.2% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $316M | +12.1% | +8.8% | 1.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $316M | +12.1% | +8.8% | 1.2% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |