| Total AUM | $240.2M |
| Discretionary | $240.2M100% of AUM |
| Client Accounts | 327 |
| Avg Account Size | $735K |
| Employees | 2 |
| Peak AUM | $240.2MApr 2026 |
| AUM CAGR | +9.0% /yrover 23 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $240M | +14.8% | +13.5% | +8.4% | |
| Discretionary AUM | |||||
| Total AUM | $240.2M |
| Discretionary | $240.2M |
| Employees | 2 |
| Client Accounts | 327 |
| Client Range | 1-10 |
Address
5987 E. GRANT ROAD
TUCSON AZ 85712
Phone
520-296-1035
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$240M
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 AUM
$240M
| $240M |
| +14.8% |
| +13.5% |
| +8.4% |
| Total Accounts | 327 | 1.5% | +1.0% | 0.5% |
| Avg Account Size | $734,585.015 | +16.6% | +12.4% | +9.0% |
| Employees | 2 | 0.0% | 0.0% | 7.7% |
| AUM / Employee | $120M | +14.8% | +13.5% | +17.4% |
Client AUM Segments | |||||
| Wealth AUM | $237M | +14.1% | +13.3% | +8.6% | |
| Institutional AUM | $3M | +99.6% | +25.1% | 3.3% | |
Client Count Segments | |||||
| HNW Clients | 83 | 18.6% | +3.7% | +3.1% | |
| Institutional | 3 | 0.0% | +13.7% | 0.0% | |
| Individuals | 38 | +8.6% | +0.8% | +1.6% | |