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CRD 325612
CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Voltaire Cristian Escalona | n/a | CONSHOHOCKEN, PA | 0 | 12 | 3 | no |
| WILLIAM KEENAN KISH | n/a | CONSHOHOCKEN, PA | 0 | 12 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Escalona, Voltaire, Cristian | MANAGING MEMBER | D | yes | 02/2023 | Jun 5, 2026 | Jun 5, 2026 |
| KISH, WILLIAM, KEENAN | MANAGING MEMBER | D | yes | 09/2025 | Jun 5, 2026 | Jun 5, 2026 |
| MANN, MICHAEL, THOMAS | CHIEF COMPLIANCE OFFICER | Na | no | 11/2025 | Jun 5, 2026 | Jun 5, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $267M | $267M | 3 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $267M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 2 | Jan 2, 2026 | Jan 5, 2026 | CONSHOHOCKEN, PA | Team lift out | RIA to new firm | 5.1% |