| Total AUM | $224.5M |
| Discretionary | $224.5M100% of AUM |
| Client Accounts | 417 |
| Avg Account Size | $538K |
| Employees | 4 |
| Peak AUM | $224.5MMar 2026 |
| AUM CAGR | +19.8% /yrover 2 yrs · 10 filings |
Total AUM
$224M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $224M | +20.1% | +19.8% | — | |
| Discretionary AUM | $224M | ||||
| Total AUM | $224.5M |
| Discretionary | $224.5M |
| Employees | 4 |
| Client Accounts | 417 |
| Client Range | 1-10 |
Address
7700 CONGRESS AVE SUITE 3208
BOCA RATON FL 33487
Phone
9545769192
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$224M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +20.1% |
| +19.8% |
| — |
| Total Accounts | 417 | 3.2% | +26.8% | — |
| Avg Account Size | $538,318.99 | +24.1% | 5.5% | — |
| Employees | 4 | 0.0% | +12.7% | — |
| AUM / Employee | $56M | +20.1% | +6.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $224M | +20.1% | +19.8% | — | |
Client Count Segments | |||||
| HNW Clients | 25 | +316.7% | +23.6% | — | |
| Individuals | 203 | +306.0% | +55.4% | — | |