| Total AUM | $190.7M |
| Discretionary | $190.7M100% of AUM |
| Client Accounts | 159 |
| Avg Account Size | $1.2M |
| Employees | 8 |
| Peak AUM | $190.7MMar 2026 |
Total AUM
$191M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $191M | +31.5% | +19.9% | +15.7% | |
| Discretionary AUM | |||||
| Total AUM | $190.7M |
| Discretionary | $190.7M |
| Employees | 8 |
| Client Accounts | 159 |
| Client Range | 51-100 |
Address
9700 VILLAGE CENTER DRIVE
GRANITE BAY CA 95746
Phone
(916) 673-3470
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $191M |
| +31.5% |
| +19.9% |
| +15.7% |
| Total Accounts | 159 | 62.9% | 26.0% | 23.2% |
| Avg Account Size | $1M | +254.9% | +62.1% | +50.7% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $24M | +31.5% | +19.9% | +15.7% |
Client AUM Segments | |||||
| Wealth AUM | $184M | +32.6% | +19.9% | +16.1% | |
| Institutional AUM | $862,139 | +7.0% | +4.5% | +0.3% | |
| Fund / Pooled AUM | $6M | +7.8% | +24.8% | +8.7% | |
Client Count Segments | |||||
| HNW Clients | 98 | 3.9% | 6.1% | 6.2% | |
| Institutional | 3 | 25.0% | — | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 57 | +26.7% | +18.2% | +14.2% | |