| Total AUM | $104.4M |
| Discretionary | $104.4M100% of AUM |
| Client Accounts | 242 |
| Avg Account Size | $431K |
| Employees | 5 |
| Peak AUM | $126.5MMar 2017 |
| AUM CAGR | +5.0% /yrover 21 yrs · 52 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $104M | +15.2% | +1.3% | 1.2% | |
| Discretionary AUM | |||||
| Total AUM | $104.4M |
| Discretionary | $104.4M |
| Employees | 5 |
| Client Accounts | 242 |
| Client Range | 1-10 |
Address
1615 FORUM PLACE
W. PALM BEACH FL 33401
Phone
561-689-5724
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$104M
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
$104M
| $104M |
| +15.2% |
| +1.3% |
| 1.2% |
| Total Accounts | 242 | 1.6% | 11.7% | 6.5% |
| Avg Account Size | $431,315.938 | +17.1% | +14.8% | +5.7% |
| Employees | 5 | 0.0% | 18.3% | 3.5% |
| AUM / Employee | $21M | +15.2% | +24.0% | +2.4% |
Client AUM Segments | |||||
| Wealth AUM | $100M | +15.3% | +0.5% | 1.8% | |
| Institutional AUM | $4M | +12.5% | +33.9% | +24.9% | |
Client Count Segments | |||||
| HNW Clients | 101 | 2.9% | 13.9% | 5.7% | |
| Institutional | 4 | 33.3% | 21.2% | 10.4% | |
| Individuals | 31 | +10.7% | 3.1% | 0.6% | |