| Total AUM | $72.0M |
| Discretionary | $72.0M100% of AUM |
| Client Accounts | 305 |
| Avg Account Size | $236K |
| Employees | 3 |
| Peak AUM | $72.0MMar 2026 |
| AUM CAGR | +8.6% /yrover 5 yrs · 13 filings |
Total AUM
$72M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $72M | +7.5% | +11.5% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $72.0M |
| Discretionary | $72.0M |
| Employees | 3 |
| Client Accounts | 305 |
| Client Range | 1-10 |
Phone
(716)-597-8372
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$72M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $72M |
| +7.5% |
| +11.5% |
| +9.2% |
| Total Accounts | 305 | +1.3% | +0.3% | 2.1% |
| Avg Account Size | $236,065.574 | +6.1% | +11.1% | +10.9% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $24M | +7.5% | +11.5% | +8.6% |
Client AUM Segments | |||||
| Wealth AUM | $72M | +7.0% | +11.3% | +8.5% | |
| Institutional AUM | $300,000 | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 237 | +5.8% | +8.8% | +6.7% | |
| Institutional | 1 | — | — | — | |
| Individuals | 9 | 0.0% | +14.5% | +36.5% | |