| Total AUM | $298.0M |
| Discretionary | $54.1M18% of AUM |
| Non-Discretionary | $244.0M |
| Client Accounts | 769 |
| Avg Account Size | $388K |
| Employees | 5 |
| Peak AUM | $298.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $298M | +17.5% | +22.6% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $298.0M |
| Discretionary | $54.1M |
| Employees | 5 |
| Client Accounts | 769 |
| Client Range | 0 |
Address
8585 E HARTFORD DR
SCOTTSDALE AZ 85255
Phone
602-799-0937
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$54M
18.1% of AUM
Non-Discretionary
$244M
81.9% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
No related registrations reported
| +15.1% /yrover 7 yrs · 34 filings |
Total AUM
$298M
| $54M |
| +31.6% |
| — |
| — |
| Non-Disc. AUM | $244M | +14.8% | +14.7% | +11.9% |
| Total Accounts | 769 | +9.2% | +14.8% | +23.9% |
| Avg Account Size | $387,523.772 | +7.6% | +6.8% | 6.1% |
| Employees | 5 | 0.0% | +18.6% | +10.2% |
| AUM / Employee | $60M | +17.5% | +3.4% | +5.5% |
Client AUM Segments | |||||
| Wealth AUM | $298M | +17.5% | +22.6% | +16.3% | |
Client Count Segments | |||||
| HNW Clients | 202 | +5.8% | 7.6% | +0.2% | |
| Individuals | 76 | +2.7% | +23.9% | +8.3% | |