| Total AUM | $249.5M |
| Discretionary | $249.5M100% of AUM |
| Client Accounts | 1,104 |
| Avg Account Size | $226K |
| Employees | 2 |
| Peak AUM | $249.5MFeb 2026 |
Total AUM
$250M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $250M | +3.7% | +10.1% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $249.5M |
| Discretionary | $249.5M |
| Employees | 2 |
| Client Accounts | 1104 |
| Client Range | 0 |
Address
32107 LINDERO CANYON RD.
WESTLAKE VILLAGE CA 91361
Phone
818-351-5124
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$250M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $250M |
| +3.7% |
| +10.1% |
| +6.9% |
| Total Accounts | 1k | 9.1% | 2.9% | 0.9% |
| Avg Account Size | $226,019.928 | +14.2% | +13.4% | +7.9% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $125M | +3.7% | +10.1% | +6.9% |
Client AUM Segments | |||||
| Wealth AUM | $250M | +3.7% | +10.1% | +6.9% | |
Client Count Segments | |||||
| HNW Clients | 334 | 6.2% | +3.0% | +2.4% | |
| Individuals | 154 | +9.2% | +4.1% | +3.4% | |