| Total AUM | $506.7M |
| Discretionary | $506.7M100% of AUM |
| Client Accounts | 520 |
| Avg Account Size | $974K |
| Employees | 11 |
| Peak AUM | $506.7MMar 2026 |
| AUM CAGR | +38.6% /yrover 4 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $507M | +67.3% | +40.2% | +38.6% | |
| Discretionary AUM | |||||
| Total AUM | $506.7M |
| Discretionary | $506.7M |
| Employees | 11 |
| Client Accounts | 520 |
| Client Range | 0 |
Address
3310 MARY STREET
MIAMI FL 33133
Phone
305-646-6071
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$507M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$507M
| $507M |
| +67.3% |
| +40.2% |
| +38.6% |
| Total Accounts | 520 | +13.8% | +18.2% | +26.3% |
| Avg Account Size | $974,428.238 | +47.0% | +18.7% | +9.8% |
| Employees | 11 | +22.2% | +30.1% | +26.3% |
| AUM / Employee | $46M | +36.9% | +7.8% | +9.8% |
Client AUM Segments | |||||
| Wealth AUM | $439M | +47.2% | +34.7% | +34.2% | |
| Institutional AUM | $68M | +1290.4% | +157.0% | +229.3% | |
Client Count Segments | |||||
| HNW Clients | 123 | +19.4% | +18.5% | +26.8% | |
| Institutional | 9 | +80.0% | — | — | |
| Individuals | 98 | +11.4% | +17.8% | +23.0% | |