| Total AUM | $502.5M |
| Discretionary | $461.2M92% of AUM |
| Non-Discretionary | $41.3M |
| Client Accounts | 468 |
| Avg Account Size | $1.1M |
| Employees | 2 |
| Peak AUM | $518.5MJun 2015 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $503M | +32.0% | +16.3% | +12.0% | |
| Discretionary AUM | |||||
| Total AUM | $502.5M |
| Discretionary | $461.2M |
| Employees | 2 |
| Client Accounts | 468 |
| Client Range | 11-25 |
Address
2099 MT. DIABLO BLVD
WALNUT CREEK CA 94596
Phone
415-433-1550
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$461M
91.8% of AUM
Non-Discretionary
$41M
8.2% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
No related registrations reported
| +3.9% /yrover 25 yrs · 35 filings |
Total AUM
$503M
| $461M |
| +31.1% |
| +16.4% |
| +12.1% |
| Non-Disc. AUM | $41M | +43.2% | +15.9% | +11.0% |
| Total Accounts | 468 | +8.8% | +6.4% | +8.4% |
| Avg Account Size | $1M | +21.3% | +9.4% | +3.4% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $251M | +32.0% | +16.3% | +12.0% |
Client AUM Segments | |||||
| Wealth AUM | $496M | +31.2% | +16.1% | +11.8% | |
| Institutional AUM | $6M | +163.5% | +49.0% | — | |
Client Count Segments | |||||
| HNW Clients | 133 | +4.7% | +5.6% | +6.3% | |
| Institutional | 5 | +66.7% | — | — | |
| Individuals | 92 | +7.0% | +1.5% | +5.2% | |