| Total AUM | $645.8M |
| Discretionary | $645.8M100% of AUM |
| Client Accounts | 1,383 |
| Avg Account Size | $467K |
| Employees | 10 |
| Peak AUM | $645.8MMar 2026 |
| AUM CAGR | +14.8% /yrover 9 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $646M | +19.8% | +16.7% | +12.7% | |
| Discretionary AUM | |||||
| Total AUM | $645.8M |
| Discretionary | $645.8M |
| Employees | 10 |
| Client Accounts | 1383 |
| Client Range | 251-500 |
Address
6700 N. ORACLE RD.
TUCSON AZ 85704
Phone
520-531-0550
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$646M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$646M
| $646M |
| +19.8% |
| +16.7% |
| +12.7% |
| Total Accounts | 1k | +0.8% | +2.8% | +3.2% |
| Avg Account Size | $466,958.79 | +18.9% | +13.4% | +9.2% |
| Employees | 10 | 0.0% | +3.5% | +4.5% |
| AUM / Employee | $65M | +19.8% | +12.7% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $646M | +19.8% | +16.7% | +12.7% | |
Client Count Segments | |||||
| HNW Clients | 127 | 28.2% | 4.0% | +0.6% | |
| Individuals | 166 | +59.6% | +8.8% | +5.4% | |