| Total AUM | $100K |
| Discretionary | $100K100% of AUM |
| Client Accounts | 89 |
| Avg Account Size | $1K |
| Employees | 10 |
| Peak AUM | $115KSep 2024 |
Total AUM
$99,736
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $99,736 | +31.2% | — | — | |
| Discretionary AUM | $99,736 | ||||
| Total AUM | $99,736 |
| Discretionary | $99,736 |
| Employees | 10 |
| Client Accounts | 89 |
| Client Range | 11-25 |
Address
1900 MARKET STREET
PHILADELPHIA PA 19103
Phone
888-303-6361
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$99,736
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 89 | +17.1% | — | — |
| Avg Account Size | $1,120.629 | +12.1% | — | — |
| Employees | 10 | 0.0% | +39.6% | — |
| AUM / Employee | $9,973.6 | +31.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $99,736 | +31.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 89 | +17.1% | — | — | |