| Total AUM | $15.78B |
| Discretionary | $693.6M4% of AUM |
| Non-Discretionary | $15.09B |
| Client Accounts | 8,391 |
| Avg Account Size | $1.9M |
| Employees | 67 |
| Peak AUM | $15.78BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $15.8B | +9.5% | +9.5% | +9.7% | |
| Discretionary AUM | |||||
| Total AUM | $15.78B |
| Discretionary | $693.6M |
| Employees | 67 |
| Client Accounts | 8391 |
| Client Range | More than 500 |
Address
2929 WALNUT STREET, SUITE 1200
PHILADELPHIA PA 19104-5172
Phone
267-295-2280
Filing History
50 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$694M
4.4% of AUM
Non-Discretionary
$15.1B
95.6% of AUM
Disc. mix ▼ 3.1pp vs 1 year ago
Custody
Total AUM
$15.8B
| $694M |
| 36.2% |
| +13.2% |
| +14.7% |
| Non-Disc. AUM | $15.1B | +13.2% | +9.4% | +9.5% |
| Total Accounts | 8k | +4.7% | +4.6% | +5.1% |
| Avg Account Size | $2M | +4.5% | +4.8% | +4.4% |
| Employees | 67 | +4.7% | +4.3% | +6.9% |
| AUM / Employee | $236M | +4.6% | +5.0% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $15.5B | +9.3% | +9.5% | +9.9% | |
| Institutional AUM | $278M | +21.5% | +14.6% | +3.2% | |
Client Count Segments | |||||
| Institutional | 20 | +11.1% | 1.6% | 0.0% | |
| Individuals | 923 | +3.7% | +3.0% | +3.5% | |