| Total AUM | $226.6M |
| Discretionary | $226.6M100% of AUM |
| Client Accounts | 905 |
| Avg Account Size | $250K |
| Employees | 5 |
| Peak AUM | $226.6MFeb 2026 |
Total AUM
$227M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $227M | +19.6% | +16.4% | — | |
| Discretionary AUM | $227M | ||||
| Total AUM | $226.6M |
| Discretionary | $226.6M |
| Employees | 5 |
| Client Accounts | 905 |
| Client Range | 1-10 |
Address
4477 WEST EMERALD STREET
BOISE ID 83706
Phone
(208) 338-1520
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$227M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +19.6% |
| +16.4% |
| — |
| Total Accounts | 905 | +8.9% | +10.6% | — |
| Avg Account Size | $250,367.316 | +9.8% | +5.2% | — |
| Employees | 5 | 16.7% | 6.1% | +6.1% |
| AUM / Employee | $45M | +43.5% | +23.9% | — |
Client AUM Segments | |||||
| Wealth AUM | $223M | +19.3% | +16.5% | — | |
| Institutional AUM | $3M | +48.5% | +11.2% | — | |
Client Count Segments | |||||
| HNW Clients | 382 | +9.8% | +11.9% | — | |
| Institutional | 7 | — | — | — | |
| Individuals | 60 | 0.0% | 0.0% | — | |