| Total AUM | $137.8M |
| Discretionary | $133.5M97% of AUM |
| Non-Discretionary | $4.4M |
| Client Accounts | 401 |
| Avg Account Size | $344K |
| Employees | 2 |
| Peak AUM | $140.0MJul 2023 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $138M | +21.9% | +13.8% | +6.4% | |
| Discretionary AUM | |||||
| Total AUM | $137.8M |
| Discretionary | $133.5M |
| Employees | 2 |
| Client Accounts | 401 |
| Client Range | 51-100 |
Address
41 UNIVERSITY DRIVE
NEWTOWN PA 18940
Phone
1 (888) 902-6366
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$133M
96.8% of AUM
Non-Discretionary
$4M
3.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Total AUM
$138M
| $133M |
| +21.9% |
| +12.6% |
| +5.7% |
| Non-Disc. AUM | $4M | +22.9% | — | — |
| Total Accounts | 401 | +13.6% | +53.4% | +47.2% |
| Avg Account Size | $343,669.177 | +7.3% | 25.9% | 27.8% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $69M | +21.9% | +13.8% | +6.4% |
Client AUM Segments | |||||
| Wealth AUM | $133M | +18.0% | +12.6% | +7.5% | |
| Institutional AUM | $4M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 72 | +1.4% | — | — | |
| Individuals | 37 | +23.3% | +1.9% | +18.3% | |