| Total AUM | $222.4M |
| Discretionary | $222.4M100% of AUM |
| Client Accounts | 34 |
| Avg Account Size | $6.5M |
| Employees | 1 |
| Peak AUM | $222.4MFeb 2026 |
Total AUM
$222M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $222M | +27.1% | — | — | |
| Discretionary AUM | $222M | ||||
| Total AUM | $222.4M |
| Discretionary | $222.4M |
| Employees | 1 |
| Client Accounts | 34 |
Address
2447 PACIFIC COAST HWY
HERMOSA BEACH CA 90254
Phone
773-895-8962
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$222M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 34 | +30.8% | — | — |
| Avg Account Size | $7M | 2.8% | — | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $222M | +27.1% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $222M | +27.1% | — | — | |