| Total AUM | $215.8M |
| Discretionary | $214.1M99% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 296 |
| Avg Account Size | $729K |
| Employees | 4 |
| Peak AUM | $216.2MMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $216M | +7.2% | +3.5% | +0.5% | |
| Discretionary AUM | $214M | ||||
| Total AUM | $215.8M |
| Discretionary | $214.1M |
| Employees | 4 |
| Client Accounts | 296 |
| Client Range | 11-25 |
Address
100 STATE STREET, SUITE 506
ERIE PA 16507-1466
Phone
[814]456-3651
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$214M
99.2% of AUM
Non-Discretionary
$2M
0.8% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +1.7% /yrover 25 yrs · 36 filings |
Total AUM
$216M
| +7.2% |
| +3.4% |
| +0.4% |
| Non-Disc. AUM | $2M | +0.7% | +19.8% | +29.8% |
| Total Accounts | 296 | +11.7% | +1.6% | 0.3% |
| Avg Account Size | $729,210.443 | 4.0% | +1.9% | +0.8% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $54M | +7.2% | +3.5% | +0.5% |
Client AUM Segments | |||||
| Wealth AUM | $159M | +3.6% | +5.6% | +2.5% | |
| Institutional AUM | $57M | +18.8% | 1.7% | 4.2% | |
Client Count Segments | |||||
| HNW Clients | 132 | +8.2% | +6.8% | +14.2% | |
| Institutional | 20 | +17.6% | 4.7% | 14.2% | |
| Individuals | 144 | +14.3% | 1.6% | 5.3% | |