| Total AUM | $763.2M |
| Discretionary | $763.2M100% of AUM |
| Client Accounts | 994 |
| Avg Account Size | $768K |
| Employees | 7 |
| Peak AUM | $763.2MMar 2026 |
Total AUM
$763M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $763M | +8.6% | +10.1% | +14.3% | |
| Discretionary AUM | |||||
| Total AUM | $763.2M |
| Discretionary | $763.2M |
| Employees | 7 |
| Client Accounts | 994 |
| Client Range | 0 |
Address
1230 ROSECRANS AVENUE
MANHATTAN BEACH CA 90266
Phone
424-456-3111
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$763M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $763M |
| +8.6% |
| +10.1% |
| +14.3% |
| Total Accounts | 994 | +6.0% | +3.8% | +13.4% |
| Avg Account Size | $767,844.326 | +2.4% | +6.1% | +0.8% |
| Employees | 7 | 0.0% | +11.9% | +11.8% |
| AUM / Employee | $109M | +8.6% | 1.5% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $736M | +9.4% | +9.2% | +13.6% | |
| Institutional AUM | $27M | 9.7% | +68.3% | +71.5% | |
Client Count Segments | |||||
| HNW Clients | 427 | +2.6% | +9.9% | — | |
| Institutional | 19 | 0.0% | +23.9% | — | |
| Individuals | 548 | +8.9% | 0.5% | +0.8% | |