| Total AUM | $265.2M |
| Discretionary | $211.3M80% of AUM |
| Non-Discretionary | $53.9M |
| Client Accounts | 343 |
| Avg Account Size | $773K |
| Employees | 3 |
| Peak AUM | $265.2MFeb 2026 |
| AUM CAGR |
Total AUM
$265M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $265M | +16.2% | +18.5% | +12.3% | |
| Discretionary AUM | |||||
| Total AUM | $265.2M |
| Discretionary | $211.3M |
| Employees | 3 |
| Client Accounts | 343 |
| Client Range | 51-100 |
Address
2200 E. RIVER RD.
TUCSON AZ 85718-6516
Phone
520-615-2779
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$211M
79.7% of AUM
Non-Discretionary
$54M
20.3% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Custody
No related registrations reported
| $211M |
| +17.9% |
| +24.8% |
| +16.2% |
| Non-Disc. AUM | $54M | +9.9% | +2.1% | +2.1% |
| Total Accounts | 343 | +3.3% | +6.0% | +16.5% |
| Avg Account Size | $773,186.327 | +12.5% | +11.8% | 3.6% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $88M | +16.2% | +18.5% | +12.3% |
Client AUM Segments | |||||
| Wealth AUM | $260M | +16.2% | +18.6% | +12.4% | |
| Institutional AUM | $5M | +18.0% | +11.7% | +5.7% | |
Client Count Segments | |||||
| HNW Clients | 32 | 8.6% | +7.0% | 8.3% | |
| Individuals | 71 | +1.4% | +1.9% | +14.0% | |