401K GENERATION
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $156.4M |
| Discretionary | $85.3M55% of AUM |
| Non-Discretionary | $71.2M |
| Client Accounts | 161 |
| Avg Account Size | $972K |
| Employees | 35 |
| Peak AUM | $270.4MMar 2020 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $156M | 9.5% | +6.2% | 8.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $156.4M |
| Discretionary | $85.3M |
| Employees | 35 |
| Client Accounts | 161 |
| Client Range | 0 |
Contact & Location
Address
237 S WESTMONTE DRIVE
ALTAMONTE SPRINGS, FL 32714
Phone
(866) 998-5879
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$85M
54.5% of AUM
Non-Discretionary
$71M
45.5% of AUM
Disc. mix ▼ 16.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported