| Total AUM | $1.15B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $1.15B |
| Client Accounts | 51 |
| Avg Account Size | $22.5M |
| Employees | 1 |
| Peak AUM | $1.15BFeb 2026 |
| AUM CAGR | +15.2% /yrover 4 yrs · 12 filings |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +12.7% | +9.9% | +15.2% | |
| Non-Disc. AUM | $1.1B | ||||
| Total AUM | $1.15B |
| Discretionary | $0 |
| Employees | 1 |
| Client Accounts | 51 |
Address
1201 S OCEAN DRIVE
HOLLYWOOD FL 33019
Phone
(954) 802-8328
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$1.1B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +12.7% |
| +9.9% |
| — |
| Total Accounts | 51 | +54.5% | +53.9% | +162.3% |
| Avg Account Size | $23M | 27.0% | 28.6% | 56.1% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $1.1B | +12.7% | +9.9% | +15.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +12.7% | +9.9% | +15.2% | |