| Total AUM | $722.8M |
| Discretionary | $722.8M100% of AUM |
| Client Accounts | 3,687 |
| Avg Account Size | $196K |
| Employees | 42 |
| Peak AUM | $722.8MMar 2026 |
Total AUM
$723M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $723M | +36.6% | +29.7% | +21.7% | |
| Discretionary AUM | |||||
| Total AUM | $722.8M |
| Discretionary | $722.8M |
| Employees | 42 |
| Client Accounts | 3687 |
| Client Range | 1-10 |
Address
1301 EAST BROWARD BLVD
FORT LAUDERDALE FL 33301
Phone
954-533-7144
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$723M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $723M |
| +36.6% |
| +29.7% |
| +21.7% |
| Total Accounts | 4k | +20.4% | +9.5% | +4.5% |
| Avg Account Size | $196,045.082 | +13.5% | +18.4% | +16.4% |
| Employees | 42 | +281.8% | +32.6% | +43.1% |
| AUM / Employee | $17M | 64.2% | 2.2% | 15.0% |
Client AUM Segments | |||||
| Wealth AUM | $705M | +33.3% | +28.6% | +21.1% | |
| Institutional AUM | $17M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 1k | +24.5% | +12.4% | +14.8% | |
| Institutional | 41 | — | — | — | |
| Individuals | 154 | 23.0% | +14.0% | +2.7% | |