| Total AUM | $770.0M |
| Discretionary | $770.0M100% of AUM |
| Client Accounts | 574 |
| Avg Account Size | $1.3M |
| Employees | 7 |
| Peak AUM | $770.0MMar 2026 |
Total AUM
$770M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $770M | +36.3% | +28.5% | +21.2% | |
| Discretionary AUM | |||||
| Total AUM | $770.0M |
| Discretionary | $770.0M |
| Employees | 7 |
| Client Accounts | 574 |
| Client Range | 1-10 |
Address
11812 SAN VICENTE BLVD.
LOS ANGELES CA 90049
Phone
(310) 310-2789
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$770M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $770M |
| +36.3% |
| +28.5% |
| +21.2% |
| Total Accounts | 574 | +6.7% | +16.9% | +18.3% |
| Avg Account Size | $1M | +27.8% | +9.9% | +2.5% |
| Employees | 7 | +16.7% | +20.5% | +11.8% |
| AUM / Employee | $110M | +16.9% | +6.6% | +8.4% |
Client AUM Segments | |||||
| Wealth AUM | $770M | +36.3% | +30.6% | +21.8% | |
Client Count Segments | |||||
| HNW Clients | 77 | 3.8% | +8.7% | +27.3% | |
| Individuals | 104 | +15.6% | +13.0% | +11.6% | |