| Total AUM | $2.93B |
| Discretionary | $2.93B100% of AUM |
| Client Accounts | 6,174 |
| Avg Account Size | $475K |
| Employees | 7 |
| Peak AUM | $2.93BMar 2026 |
| AUM CAGR | +35.4% /yrover 15 yrs · 44 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +12.3% | +11.8% | +15.3% | |
| Discretionary AUM | |||||
| Total AUM | $2.93B |
| Discretionary | $2.93B |
| Employees | 7 |
| Client Accounts | 6174 |
| Client Range | More than 500 |
Address
220 MONTGOMERY STREET
SAN FRANCISCO CA 94104-3475
Phone
866-535-0897
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$2.9B
| $2.9B |
| +12.3% |
| +11.8% |
| +15.3% |
| Total Accounts | 6k | +208.4% | +5.9% | +31.3% |
| Avg Account Size | $475,043.798 | 63.6% | +5.6% | 12.2% |
| Employees | 7 | 0.0% | 18.6% | 8.6% |
| AUM / Employee | $419M | +12.3% | +37.4% | +26.3% |
Client AUM Segments | |||||
| Wealth AUM | $2.9B | +11.9% | +12.0% | +15.5% | |
| Institutional AUM | $13M | +305.1% | 13.8% | 5.2% | |
Client Count Segments | |||||
| HNW Clients | 1k | 5.1% | 1.0% | +1.1% | |
| Institutional | 12 | +300.0% | +44.2% | 5.6% | |
| Individuals | 828 | +6.3% | +7.5% | +12.1% | |