| Total AUM | $165.9M |
| Discretionary | $165.9M100% of AUM |
| Client Accounts | 22 |
| Avg Account Size | $7.5M |
| Employees | 10 |
| Peak AUM | $1.60BMar 2008 |
| AUM CAGR | -2.8% /yrover 25 yrs · 52 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | 0.5% | +6.3% | +19.3% | |
| Discretionary AUM | $166M | ||||
| Total AUM | $165.9M |
| Discretionary | $165.9M |
| Employees | 10 |
| Client Accounts | 22 |
Address
315 E. ROBINSON STREET
ORLANDO FL 32801
Phone
407-644-0111
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$166M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$166M
| 0.5% |
| +6.3% |
| +19.3% |
| Total Accounts | 22 | 4.3% | 4.2% | 0.0% |
| Avg Account Size | $8M | +4.0% | +10.9% | +19.3% |
| Employees | 10 | 0.0% | 3.1% | 1.9% |
| AUM / Employee | $17M | 0.5% | +9.7% | +21.6% |
Client AUM Segments | |||||
| Wealth AUM | $30M | +3.5% | 6.1% | 7.8% | |
| Institutional AUM | $131M | 1.6% | +11.0% | +44.8% | |
| Other AUM | $5M | +7.3% | 6.2% | +14.9% | |
Client Count Segments | |||||
| HNW Clients | 11 | 0.0% | 0.0% | 0.0% | |
| Institutional | 5 | 0.0% | 5.9% | +4.6% | |
| Individuals | 4 | 0.0% | 0.0% | 0.0% | |