| Total AUM | $358.5M |
| Discretionary | $341.5M95% of AUM |
| Non-Discretionary | $16.9M |
| Client Accounts | 49 |
| Avg Account Size | $7.3M |
| Employees | 6 |
| Peak AUM | $545.0MJan 2006 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $358M | +11.6% | 3.1% | +7.2% | |
| Discretionary AUM | |||||
| Total AUM | $358.5M |
| Discretionary | $341.5M |
| Employees | 6 |
| Client Accounts | 49 |
Address
211 N. WHITFIELD STREET
PITTSBURGH PA 15206-3030
Phone
412-231-8209
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$342M
95.3% of AUM
Non-Discretionary
$17M
4.7% of AUM
Disc. mix ▼ 4.7pp vs 1 year ago
No related registrations reported
Total AUM
$358M
| $342M |
| +6.3% |
| 4.7% |
| +6.2% |
| Non-Disc. AUM | $17M | — | — | — |
| Total Accounts | 49 | +16.7% | +0.7% | 1.6% |
| Avg Account Size | $7M | 4.4% | 3.8% | +8.9% |
| Employees | 6 | +20.0% | +14.5% | 0.0% |
| AUM / Employee | $60M | 7.0% | 15.4% | +7.2% |
Client AUM Segments | |||||
| Wealth AUM | $9M | +21.6% | +16.2% | +17.0% | |
| Institutional AUM | $307M | +13.4% | +8.3% | +4.3% | |
| Other AUM | $42M | 1.7% | 34.1% | — | |
Client Count Segments | |||||
| Institutional | 41 | +13.9% | +7.5% | +10.4% | |
| Individuals | 7 | +16.7% | +11.9% | — | |