| Total AUM | $659.9M |
| Discretionary | $647.6M98% of AUM |
| Non-Discretionary | $12.3M |
| Client Accounts | 1,349 |
| Avg Account Size | $489K |
| Employees | 6 |
| Peak AUM | $659.9MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $660M | +18.3% | +19.0% | +13.4% | |
| Discretionary AUM | |||||
| Total AUM | $659.9M |
| Discretionary | $647.6M |
| Employees | 6 |
| Client Accounts | 1349 |
| Client Range | 251-500 |
Address
1475 SARATOGA AVENUE
SAN JOSE CA 95129
Phone
408-659-2390
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$648M
98.1% of AUM
Non-Discretionary
$12M
1.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$660M
| $648M |
| +18.2% |
| +19.1% |
| +13.4% |
| Non-Disc. AUM | $12M | +21.6% | +14.8% | +10.2% |
| Total Accounts | 1k | +7.8% | +4.1% | +4.0% |
| Avg Account Size | $489,210.076 | +9.7% | +14.3% | +9.0% |
| Employees | 6 | 0.0% | +6.1% | +3.6% |
| AUM / Employee | $110M | +18.3% | +12.2% | +9.4% |
Client AUM Segments | |||||
| Wealth AUM | $647M | +18.2% | +19.7% | +13.7% | |
| Institutional AUM | $13M | +21.3% | 2.3% | +0.2% | |
Client Count Segments | |||||
| HNW Clients | 158 | 1.3% | +3.8% | +0.5% | |
| Institutional | 5 | — | 5.7% | 8.7% | |
| Individuals | 215 | +18.1% | +5.0% | +6.7% | |