| Total AUM | $119.2M |
| Discretionary | $119.2M100% of AUM |
| Client Accounts | 777 |
| Avg Account Size | $153K |
| Employees | 20 |
| Peak AUM | $119.2MMar 2026 |
| AUM CAGR | +62.1% /yrover 3 yrs · 39 filings |
Total AUM
$119M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | — | — | — | |
| Discretionary AUM | $119M | — | |||
| Total AUM | $119.2M |
| Discretionary | $119.2M |
| Employees | 20 |
| Client Accounts | 777 |
| Client Range | 1-10 |
Address
14300 NORTH NORTHSIGHT BLVD
SCOTTSDALE AZ 85260
Phone
480-600-9626
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$119M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 777 | — | — | — |
| Avg Account Size | $153,459.148 | — | — | — |
| Employees | 20 | 20.0% | +1.8% | — |
| AUM / Employee | $6M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $119M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 282 | 70.0% | 23.4% | — | |
| Institutional | 5 | 0.0% | 0.0% | — | |
| Individuals | 30 | 23.1% | — | — | |