| Total AUM | $186.4M |
| Discretionary | $186.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $93.2M |
| Employees | 17 |
| Peak AUM | $186.4MMar 2026 |
| AUM CAGR | +86.9% /yrover 3 yrs · 10 filings |
Total AUM
$186M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +257.4% | — | — | |
| Discretionary AUM | $186M | ||||
| Total AUM | $186.4M |
| Discretionary | $186.4M |
| Employees | 17 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
6710 E. CAMELBACK RD, SUITE 100
SCOTTSDALE AZ 85251-2031
Phone
602-609-2193
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$186M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 2 | 0.0% | — | — |
| Avg Account Size | $93M | +257.4% | — | — |
| Employees | 17 | +13.3% | +24.3% | — |
| AUM / Employee | $11M | +215.4% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $186M | +257.4% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | — | — | |