| Total AUM | $249.1M |
| Discretionary | $249.1M100% of AUM |
| Client Accounts | 963 |
| Avg Account Size | $259K |
| Employees | 3 |
| Peak AUM | $249.1MJan 2026 |
| AUM CAGR | +17.8% /yrover 10 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $249M | +22.8% | +20.4% | +18.5% | |
| Discretionary AUM | |||||
| Total AUM | $249.1M |
| Discretionary | $249.1M |
| Employees | 3 |
| Client Accounts | 963 |
| Client Range | 26-50 |
Address
5500 MAIN STREET, SUITE 260
WILLIAMSVILLE NY 14221
Phone
716-828-8390
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$249M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$249M
| $249M |
| +22.8% |
| +20.4% |
| +18.5% |
| Total Accounts | 963 | +6.9% | +5.3% | +8.0% |
| Avg Account Size | $258,644.927 | +14.9% | +14.3% | +9.7% |
| Employees | 3 | 50.0% | 15.7% | 5.7% |
| AUM / Employee | $83M | +145.5% | +42.7% | +25.7% |
Client AUM Segments | |||||
| Wealth AUM | $249M | +22.8% | +20.4% | +18.5% | |
Client Count Segments | |||||
| HNW Clients | 296 | 4.8% | +0.6% | +3.1% | |
| Individuals | 74 | +5.7% | +26.0% | +22.7% | |