| Total AUM | $389.0M |
| Discretionary | $383.9M99% of AUM |
| Non-Discretionary | $5.1M |
| Client Accounts | 438 |
| Avg Account Size | $888K |
| Employees | 9 |
| Peak AUM | $389.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $389M | +9.2% | +14.6% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $389.0M |
| Discretionary | $383.9M |
| Employees | 9 |
| Client Accounts | 438 |
| Client Range | 51-100 |
Address
3620 AMERICAN RIVER DRIVE
SACRAMENTO CA 95864
Phone
916-480-2747
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$384M
98.7% of AUM
Non-Discretionary
$5M
1.3% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
| +12.4% /yrover 19 yrs · 36 filings |
Total AUM
$389M
| $384M |
| +9.0% |
| +14.2% |
| +8.4% |
| Non-Disc. AUM | $5M | +25.8% | +86.4% | +23.3% |
| Total Accounts | 438 | +3.8% | +3.3% | +5.5% |
| Avg Account Size | $888,038.838 | +5.2% | +10.9% | +2.9% |
| Employees | 9 | 0.0% | +4.0% | +2.4% |
| AUM / Employee | $43M | +9.2% | +10.2% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $373M | +11.4% | +15.4% | +9.3% | |
| Institutional AUM | $16M | 24.8% | +0.2% | 3.9% | |
Client Count Segments | |||||
| HNW Clients | 100 | 1.0% | 1.3% | +3.3% | |
| Individuals | 91 | +2.2% | +1.5% | +3.1% | |