| Total AUM | $322.0M |
| Discretionary | $322.0M100% of AUM |
| Client Accounts | 46 |
| Avg Account Size | $7.0M |
| Employees | 5 |
| Peak AUM | $455.0MMar 2025 |
| AUM CAGR | +9.2% /yrover 11 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $322M | 29.2% | +3.1% | +5.5% | |
| Discretionary AUM | $322M | ||||
| Total AUM | $322.0M |
| Discretionary | $322.0M |
| Employees | 5 |
| Client Accounts | 46 |
| Client Range | 101-250 |
Address
2400 EAST COMMERCIAL BOULEVARD
FORT LAUDERDALE FL 33308
Phone
954-526-8525
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$322M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 16.5pp vs 1 year ago
Custody
Total AUM
$322M
| 15.3% |
| +3.1% |
| +5.5% |
| Total Accounts | 46 | 96.7% | 57.6% | 37.8% |
| Avg Account Size | $7M | +2053.8% | +143.1% | +69.8% |
| Employees | 5 | 16.7% | 5.6% | 0.0% |
| AUM / Employee | $64M | 15.1% | +9.3% | +5.5% |
Client AUM Segments | |||||
| Wealth AUM | $322M | 29.2% | +3.1% | +5.5% | |
Client Count Segments | |||||
| HNW Clients | 322 | 8.0% | +19.4% | +9.8% | |
| Individuals | 152 | 39.2% | +7.2% | +13.5% | |