| Total AUM | $2.18B |
| Discretionary | $2.18B100% of AUM |
| Client Accounts | 663 |
| Avg Account Size | $3.3M |
| Employees | 9 |
| Peak AUM | $2.18BMar 2026 |
| AUM CAGR | +2.7% /yrover 25 yrs · 45 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +5.9% | +17.2% | +10.7% | |
| Discretionary AUM | |||||
| Total AUM | $2.18B |
| Discretionary | $2.18B |
| Employees | 9 |
| Client Accounts | 663 |
Address
315 SOUTH BEVERLY DRIVE
BEVERLY HILLS CA 90212-4301
Phone
(310) 552-0529
Filing History
45 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
No related registrations reported
Total AUM
$2.2B
| $2.2B |
| +5.9% |
| +17.2% |
| +10.8% |
| Total Accounts | 663 | +5.6% | +4.3% | +4.3% |
| Avg Account Size | $3M | +0.3% | +12.4% | +6.1% |
| Employees | 9 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $242M | +5.9% | +17.2% | +10.7% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +6.8% | +17.6% | +10.9% | |
| Institutional AUM | $75M | 14.1% | +8.3% | +5.9% | |
Client Count Segments | |||||
| HNW Clients | 52 | +2.0% | +6.7% | +4.4% | |
| Institutional | 18 | 10.0% | +2.0% | +3.8% | |
| Individuals | 208 | +11.8% | +6.1% | +5.2% | |