| Total AUM | $374.8M |
| Discretionary | $374.8M100% of AUM |
| Non-Discretionary | $39K |
| Client Accounts | 516 |
| Avg Account Size | $726K |
| Employees | 5 |
| Peak AUM | $374.8MMar 2026 |
Total AUM
$375M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $375M | +39.7% | — | — | |
| Discretionary AUM | $375M | ||||
| Total AUM | $374.8M |
| Discretionary | $374.8M |
| Employees | 5 |
| Client Accounts | 516 |
| Client Range | 1-10 |
Address
19790 WEST DIXIE HWY
AVENTURA FL 33180
Phone
305-845-1937
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$375M
100.0% of AUM
Non-Discretionary
$39,498
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $39,498 | — | — | — |
| Total Accounts | 516 | +35.8% | — | — |
| Avg Account Size | $726,360.833 | +2.8% | — | — |
| Employees | 5 | +25.0% | +140.8% | — |
| AUM / Employee | $75M | +11.7% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $343M | +37.6% | — | — | |
| Institutional AUM | $5M | 72.6% | — | — | |
| Fund / Pooled AUM | $26M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 96 | 33.8% | — | — | |
| Institutional | 8 | 0.0% | — | — | |
| Pooled / Fund | 3 | — | — | — | |
| Individuals | 82 | 63.9% | — | — | |