| Total AUM | $619K |
| Discretionary | $619K100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $619K |
| Employees | 6 |
| Peak AUM | $619KDec 2025 |
Total AUM
$618,799
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $618,799 | 0.0% | — | — | — |
| Discretionary AUM | $618,799 | 0.0% | |||
| Total AUM | $618,799 |
| Discretionary | $618,799 |
| Employees | 6 |
| Client Accounts | 1 |
| Client Range | 1-10 |
Phone
833-948-6937
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$618,799
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
— |
| Total Accounts | 1 | 0.0% | — | — | — |
| Avg Account Size | $618,799 | 0.0% | — | — | — |
| Employees | 6 | 0.0% | — | — | — |
| AUM / Employee | $103,133.167 | 0.0% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $618,799 | 0.0% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | — |