| Total AUM | $2.23B |
| Discretionary | $2.23B100% of AUM |
| Client Accounts | 2,239 |
| Avg Account Size | $995K |
| Employees | 21 |
| Peak AUM | $2.23BMar 2026 |
| AUM CAGR | +17.0% /yrover 25 yrs · 59 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +16.5% | +14.0% | +9.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.23B |
| Discretionary | $2.23B |
| Employees | 21 |
| Client Accounts | 2239 |
| Client Range | 251-500 |
Address
2480 N.E. 23RD STREET
POMPANO BEACH FL 33062
Phone
954-785-5400
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$2.2B
| $2.2B |
| +16.5% |
| +14.0% |
| +9.9% |
| Total Accounts | 2k | +1.3% | +3.8% | +4.0% |
| Avg Account Size | $995,219.567 | +15.0% | +9.9% | +5.7% |
| Employees | 21 | 0.0% | 3.0% | 0.0% |
| AUM / Employee | $106M | +16.5% | +17.6% | +9.9% |
Client AUM Segments | |||||
| Wealth AUM | $2.2B | +16.4% | +13.9% | +9.7% | |
| Institutional AUM | $56M | +17.8% | +20.7% | +19.9% | |
Client Count Segments | |||||
| HNW Clients | 450 | 2.6% | 1.9% | +1.8% | |
| Institutional | 12 | +9.1% | +6.3% | +14.9% | |
| Individuals | 444 | +12.7% | +10.3% | +5.9% | |