| Total AUM | $110.5M |
| Discretionary | $110.5M100% of AUM |
| Client Accounts | 1,230 |
| Avg Account Size | $90K |
| Employees | 15 |
| Peak AUM | $110.5MApr 2026 |
| AUM CAGR | +54.9% /yrover 3 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $110M | +67.4% | +54.9% | — | |
| Discretionary AUM | $110M | ||||
| Total AUM | $110.5M |
| Discretionary | $110.5M |
| Employees | 15 |
| Client Accounts | 1230 |
| Client Range | 1-10 |
Address
11676 PERRY HIGHWAY
WEXFORD PA 15090
Phone
724-934-8128
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$110M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$110M
| +67.4% |
| +54.9% |
| — |
| Total Accounts | 1k | +31.3% | +31.4% | — |
| Avg Account Size | $89,813.008 | +27.5% | +17.9% | — |
| Employees | 15 | +15.4% | +21.9% | — |
| AUM / Employee | $7M | +45.1% | +27.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $109M | +66.8% | +54.1% | — | |
| Institutional AUM | $1M | +124.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 803 | +8.2% | +20.4% | — | |
| Institutional | 7 | +600.0% | — | — | |
| Individuals | 11 | +450.0% | +93.5% | — | |