| Total AUM | $107.4M |
| Discretionary | $107.4M100% of AUM |
| Client Accounts | 577 |
| Avg Account Size | $186K |
| Employees | 2 |
| Peak AUM | $107.6MJan 2026 |
Total AUM
$107M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $107M | 0.2% | — | — | — |
| Discretionary AUM | $107M | 0.2% | |||
| Total AUM | $107.4M |
| Discretionary | $107.4M |
| Employees | 2 |
| Client Accounts | 577 |
| Client Range | 1-10 |
Address
100 PACIFICA
IRVINE CA 92618
Phone
949-276-5800
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$107M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 577 | +0.3% | — | — | — |
| Avg Account Size | $186,085.582 | 0.5% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $54M | 0.2% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $102M | 0.1% | — | — | — |
| Institutional AUM | $5M | 1.4% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 81 | +1.3% | — | — | — |
| Individuals | 94 | +1.1% | — | — | — |