| Total AUM | $1.76B |
| Discretionary | $1.76B100% of AUM |
| Client Accounts | 2,525 |
| Avg Account Size | $696K |
| Employees | 22 |
| Peak AUM | $1.76BMar 2026 |
Total AUM
$1.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +16.3% | +14.2% | +3.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.76B |
| Discretionary | $1.76B |
| Employees | 22 |
| Client Accounts | 2525 |
| Client Range | 251-500 |
Address
6263 N. SCOTTSDALE ROAD
SCOTTSDALE AZ 85250
Phone
480-609-4700
Filing History
80 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $1.8B |
| +16.3% |
| +14.2% |
| +3.8% |
| Total Accounts | 3k | +7.5% | +4.6% | +2.6% |
| Avg Account Size | $695,996.451 | +8.2% | +9.2% | +1.1% |
| Employees | 22 | +15.8% | +9.0% | +14.9% |
| AUM / Employee | $80M | +0.4% | +4.8% | 9.7% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +17.5% | +11.7% | +2.9% | |
| Institutional AUM | $79M | +4.9% | +21.4% | 2.2% | |
| Other AUM | $97M | +7.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 249 | +15.8% | +3.7% | +1.3% | |
| Institutional | 5 | 0.0% | 17.8% | 17.4% | |
| Individuals | 300 | 3.8% | +1.8% | 2.2% | |