| Total AUM | $65.7M |
| Discretionary | $65.7M100% of AUM |
| Client Accounts | 80 |
| Avg Account Size | $821K |
| Employees | 4 |
| Peak AUM | $65.7MJul 2025 |
Total AUM
$66M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $66M | — | — | — | |
| Discretionary AUM | $66M | — | |||
| Total AUM | $65.7M |
| Discretionary | $65.7M |
| Employees | 4 |
| Client Accounts | 80 |
| Client Range | 0 |
Address
2525 PONCE DE LEON BLVD.
CORAL GABLES FL 33134
Phone
844-226-8282
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$66M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
No related registrations reported
| — |
| Total Accounts | 80 | — | — | — |
| Avg Account Size | $820,677.538 | — | — | — |
| Employees | 4 | +33.3% | — | — |
| AUM / Employee | $16M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $66M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 7 | — | — | — | |
| Individuals | 15 | — | — | — | |