| Total AUM | $238.2M |
| Discretionary | $238.2M100% of AUM |
| Client Accounts | 1,157 |
| Avg Account Size | $206K |
| Employees | 4 |
| Peak AUM | $238.2MMar 2026 |
Total AUM
$238M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $238M | +11.5% | +13.0% | +7.1% | |
| Discretionary AUM | |||||
| Total AUM | $238.2M |
| Discretionary | $238.2M |
| Employees | 4 |
| Client Accounts | 1157 |
| Client Range | 0 |
Address
6126 HAMILTON BLVD.
ALLENTOWN PA 18106
Phone
610-945-8014
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$238M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $238M |
| +11.5% |
| +13.0% |
| +7.1% |
| Total Accounts | 1k | +8.5% | +8.4% | +7.1% |
| Avg Account Size | $205,845.969 | +2.7% | +4.2% | +0.0% |
| Employees | 4 | +100.0% | +26.0% | +14.9% |
| AUM / Employee | $60M | 44.3% | 10.3% | 6.8% |
Client AUM Segments | |||||
| Wealth AUM | $238M | +11.5% | +13.0% | +7.1% | |
Client Count Segments | |||||
| HNW Clients | 562 | 42.8% | 13.2% | 6.4% | |
| Individuals | 115 | +36.9% | +37.7% | +23.5% | |