| Total AUM | $1.07B |
| Discretionary | $1.05B98% of AUM |
| Non-Discretionary | $24.7M |
| Client Accounts | 2,623 |
| Avg Account Size | $408K |
| Employees | 36 |
| Peak AUM | $1.07BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +33.0% | +29.7% | +34.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.07B |
| Discretionary | $1.05B |
| Employees | 36 |
| Client Accounts | 2623 |
| Client Range | 1-10 |
Address
6263 NORTH SCOTTSDALE ROAD
SCOTTSDALE AZ 85250
Phone
480-801-5010
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
97.7% of AUM
Non-Discretionary
$25M
2.3% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Total AUM
$1.1B
| $1.0B |
| +33.1% |
| +32.1% |
| +33.9% |
| Non-Disc. AUM | $25M | +27.8% | 11.6% | +348.6% |
| Total Accounts | 3k | +26.8% | +15.0% | +28.7% |
| Avg Account Size | $408,055.815 | +4.8% | +12.8% | +4.5% |
| Employees | 36 | +16.1% | +5.9% | +17.0% |
| AUM / Employee | $30M | +14.5% | +22.5% | +15.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +34.4% | +31.5% | +37.1% | |
| Institutional AUM | $17M | 19.0% | 13.4% | +5.9% | |
Client Count Segments | |||||
| HNW Clients | 822 | 9.1% | +8.5% | +28.7% | |
| Institutional | 43 | +290.9% | +45.9% | +58.4% | |
| Individuals | 262 | +123.9% | +27.6% | +28.8% | |