| Total AUM | $192.2M |
| Discretionary | $192.2M100% of AUM |
| Client Accounts | 110 |
| Avg Account Size | $1.7M |
| Employees | 1 |
| Peak AUM | $204.1MFeb 2025 |
| AUM CAGR | +9.8% /yrover 5 yrs · 10 filings |
Total AUM
$192M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $192M | 5.8% | +13.5% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $192.2M |
| Discretionary | $192.2M |
| Employees | 1 |
| Client Accounts | 110 |
| Client Range | 0 |
Phone
425-455-4545
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$192M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $192M |
| 5.8% |
| +13.5% |
| +10.1% |
| Total Accounts | 110 | 0.0% | 1.2% | +15.3% |
| Avg Account Size | $2M | 5.8% | +14.9% | 4.5% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $192M | 5.8% | +13.5% | +10.1% |
Client AUM Segments | |||||
| Wealth AUM | $142M | 25.7% | +12.0% | +11.5% | |
| Institutional AUM | $51M | +278.1% | +18.2% | +6.7% | |
Client Count Segments | |||||
| HNW Clients | 14 | 0.0% | 11.2% | 0.0% | |
| Institutional | 4 | 0.0% | +10.1% | 0.0% | |
| Individuals | 42 | 0.0% | +3.4% | +3.1% | |