| Total AUM | $4.65B |
| Discretionary | $3.92B84% of AUM |
| Non-Discretionary | $727.4M |
| Client Accounts | 84 |
| Avg Account Size | $55.4M |
| Employees | 9 |
| Peak AUM | $7.47BMar 2016 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.7B | +2.8% | +8.2% | +2.9% | |
| Discretionary AUM | |||||
| Total AUM | $4.65B |
| Discretionary | $3.92B |
| Employees | 9 |
| Client Accounts | 84 |
| Client Range | 0 |
Address
101 S. CAPITOL BLVD
BOISE ID 83702
Phone
208-433-1222
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.9B
84.4% of AUM
Non-Discretionary
$727M
15.6% of AUM
Disc. mix ▼ 15.6pp vs 1 year ago
No related registrations reported
Total AUM
$4.7B
| $3.9B |
| 13.3% |
| +2.5% |
| 0.4% |
| Non-Disc. AUM | $727M | — | — | — |
| Total Accounts | 84 | +2.4% | +5.0% | +6.0% |
| Avg Account Size | $55M | +0.3% | +3.0% | 2.9% |
| Employees | 9 | 10.0% | 3.3% | 0.0% |
| AUM / Employee | $517M | +14.2% | +11.8% | +2.9% |
Client AUM Segments | |||||
| Wealth AUM | $79M | +8.2% | +0.4% | +8.9% | |
| Institutional AUM | $4.5B | +2.7% | +8.4% | +2.8% | |
Client Count Segments | |||||
| Institutional | 32 | 3.0% | +16.0% | +9.4% | |