| Total AUM | $654.5M |
| Discretionary | $654.5M100% of AUM |
| Client Accounts | 1,988 |
| Avg Account Size | $329K |
| Employees | 12 |
| Peak AUM | $654.5MMar 2026 |
Total AUM
$654M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $654M | — | — | — | |
| Discretionary AUM | $654M | — | |||
| Total AUM | $654.5M |
| Discretionary | $654.5M |
| Employees | 12 |
| Client Accounts | 1988 |
| Client Range | 0 |
Address
330 EAST MAIN STREET
MACUNGIE PA 18062
Phone
6104218777
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$654M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 2k | — | — | — |
| Avg Account Size | $329,221.644 | — | — | — | — |
| Employees | 12 | +1100.0% | — | — |
| AUM / Employee | $55M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $634M | — | — | — | — |
| Institutional AUM | $20M | — | — | — | — |
| Other AUM | $562,086 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 433 | — | — | — | — |
| Institutional | 27 | — | — | — | — |
| Individuals | 185 | — | — | — | — |