| Total AUM | $258.6M |
| Discretionary | $258.6M100% of AUM |
| Client Accounts | 176 |
| Avg Account Size | $1.5M |
| Employees | 2 |
| Peak AUM | $602.1MSep 2011 |
Total AUM
$259M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $259M | +11.1% | +19.3% | +5.3% | |
| Discretionary AUM | |||||
| Total AUM | $258.6M |
| Discretionary | $258.6M |
| Employees | 2 |
| Client Accounts | 176 |
Address
4171 MAIN STREET
JUPITER FL 33458
Phone
561-296-6680
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$259M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $259M |
| +11.1% |
| +19.3% |
| +5.3% |
| Total Accounts | 176 | 1.7% | 1.7% | +12.2% |
| Avg Account Size | $1M | +13.0% | +21.4% | 6.1% |
| Employees | 2 | +100.0% | 0.0% | 0.0% |
| AUM / Employee | $129M | 44.5% | +19.3% | +5.3% |
Client AUM Segments | |||||
| Wealth AUM | $259M | +11.1% | +19.3% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 31 | +10.7% | +5.7% | 4.3% | |
| Individuals | 40 | 7.0% | 18.7% | 6.9% | |