| Total AUM | $233.7M |
| Discretionary | $213.3M91% of AUM |
| Non-Discretionary | $20.4M |
| Client Accounts | 432 |
| Avg Account Size | $541K |
| Employees | 8 |
| Peak AUM | $233.7MMar 2026 |
Total AUM
$234M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234M | +5.4% | +10.2% | +5.8% | |
| Discretionary AUM | |||||
| Total AUM | $233.7M |
| Discretionary | $213.3M |
| Employees | 8 |
| Client Accounts | 432 |
| Client Range | 51-100 |
Address
724 OLD YORK ROAD
JENKINTOWN PA 19046
Phone
215-576-6666
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$213M
91.3% of AUM
Non-Discretionary
$20M
8.7% of AUM
Disc. mix ▲ 3.6pp vs 1 year ago
Custody
No related registrations reported
| $213M |
| +9.8% |
| +23.2% |
| +173.4% |
| Non-Disc. AUM | $20M | 25.4% | 30.5% | 34.9% |
| Total Accounts | 432 | +2.1% | 0.0% | +1.8% |
| Avg Account Size | $540,982.903 | +3.2% | +10.2% | +4.0% |
| Employees | 8 | 0.0% | 0.0% | +2.7% |
| AUM / Employee | $29M | +5.4% | +10.2% | +3.0% |
Client AUM Segments | |||||
| Wealth AUM | $232M | +7.4% | +11.3% | +6.0% | |
| Institutional AUM | $2M | 67.1% | 34.7% | 8.9% | |
Client Count Segments | |||||
| HNW Clients | 114 | +8.6% | +0.6% | 7.8% | |
| Institutional | 3 | — | — | — | — |
| Individuals | 42 | +13.5% | +6.3% | +2.0% | |