| Total AUM | $1.50B |
| Discretionary | $1.50B100% of AUM |
| Client Accounts | 1,213 |
| Avg Account Size | $1.2M |
| Employees | 10 |
| Peak AUM | $1.50BMar 2026 |
Total AUM
$1.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +9.0% | +15.0% | +9.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.50B |
| Discretionary | $1.50B |
| Employees | 10 |
| Client Accounts | 1213 |
| Client Range | 1-10 |
Address
1420 ROCKY RIDGE DRIVE
ROSEVILLE CA 95661
Phone
916-286-7650
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.5B |
| +9.0% |
| +15.2% |
| +11.1% |
| Total Accounts | 1k | +6.0% | +6.8% | +6.7% |
| Avg Account Size | $1M | +2.8% | +7.7% | +2.9% |
| Employees | 10 | 0.0% | 5.9% | 3.5% |
| AUM / Employee | $150M | +9.0% | +22.2% | +13.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +7.1% | +18.3% | +11.6% | |
| Institutional AUM | $339M | +10.7% | +7.3% | +5.9% | |
Client Count Segments | |||||
| HNW Clients | 172 | +6.8% | +7.6% | +7.7% | |
| Institutional | 57 | 0.0% | 3.3% | +3.0% | |
| Individuals | 199 | +1.5% | +4.0% | +3.3% | |