| Total AUM | $685K |
| Discretionary | $685K100% of AUM |
| Client Accounts | 238 |
| Avg Account Size | $3K |
| Employees | 3 |
| Peak AUM | $685KMar 2025 |
| AUM CAGR | +76.0% /yrover 3 yrs · 18 filings |
Total AUM
$684,936
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $684,936 | +67.4% | — | — | |
| Discretionary AUM | $684,936 | ||||
| Total AUM | $684,936 |
| Discretionary | $684,936 |
| Employees | 3 |
| Client Accounts | 238 |
Address
440 N BARRANCA AVE
COVINA, CA 91723
Phone
312-813-0089
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$684,936
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 238 | +80.3% | — | — |
| Avg Account Size | $2,877.882 | 7.1% | — | — |
| Employees | 3 | 0.0% | +14.5% | — |
| AUM / Employee | $228,312 | +67.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $684,936 | +67.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 238 | +80.3% | — | — | |