| Total AUM | $258.1M |
| Discretionary | $166.8M65% of AUM |
| Non-Discretionary | $91.2M |
| Client Accounts | 103 |
| Avg Account Size | $2.5M |
| Employees | 8 |
| Peak AUM | $339.4MMar 2021 |
Total AUM
$258M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $258M | +7.6% | +4.0% | 5.3% | |
| Discretionary AUM | $167M | ||||
| Total AUM | $258.1M |
| Discretionary | $166.8M |
| Employees | 8 |
| Client Accounts | 103 |
| Client Range | 1-10 |
Phone
(702) 324-4324
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$167M
64.7% of AUM
Non-Discretionary
$91M
35.3% of AUM
Disc. mix ▼ 6.6pp vs 1 year ago
No related registrations reported
| 2.4% |
| 8.0% |
| 13.1% |
| Non-Disc. AUM | $91M | +32.1% | +82.9% | +99.1% |
| Total Accounts | 103 | +5.1% | +54.4% | +3.9% |
| Avg Account Size | $3M | +2.3% | 32.6% | 8.9% |
| Employees | 8 | +14.3% | 25.0% | 9.3% |
| AUM / Employee | $32M | 5.9% | +38.8% | +4.3% |
Client AUM Segments | |||||
| Wealth AUM | $258M | +7.6% | +4.0% | 5.3% | |
Client Count Segments | |||||
| HNW Clients | 10 | 0.0% | — | +14.9% | |
| Individuals | 10 | +25.0% | +3.6% | +7.4% | |