| Total AUM | $854.8M |
| Discretionary | $854.8M100% of AUM |
| Client Accounts | 450 |
| Avg Account Size | $1.9M |
| Employees | 8 |
| Peak AUM | $854.8MMar 2026 |
Total AUM
$855M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $855M | +8.7% | +14.0% | +8.0% | |
| Discretionary AUM | |||||
| Total AUM | $854.8M |
| Discretionary | $854.8M |
| Employees | 8 |
| Client Accounts | 450 |
| Client Range | 0 |
Address
38 WEST AVENUE
WAYNE PA 19087-4306
Phone
(610) 674-0400
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$855M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $855M |
| +8.7% |
| +14.0% |
| +8.0% |
| Total Accounts | 450 | 0.7% | +10.3% | +14.7% |
| Avg Account Size | $2M | +9.4% | +3.3% | 5.8% |
| Employees | 8 | 0.0% | +4.6% | 0.0% |
| AUM / Employee | $107M | +8.7% | +9.0% | +8.0% |
Client AUM Segments | |||||
| Wealth AUM | $847M | +8.6% | +13.8% | +8.6% | |
| Institutional AUM | $8M | +16.4% | +33.6% | 16.7% | |
Client Count Segments | |||||
| HNW Clients | 112 | +55.6% | +36.5% | +12.9% | |
| Individuals | 80 | 20.0% | 8.4% | +4.6% | |