| Total AUM | $365.1M |
| Discretionary | $365.1M100% of AUM |
| Client Accounts | 1,113 |
| Avg Account Size | $328K |
| Employees | 8 |
| Peak AUM | $365.1MMar 2026 |
| AUM CAGR | +9.4% /yrover 11 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $365M | +19.2% | +16.5% | +12.1% | |
| Discretionary AUM | |||||
| Total AUM | $365.1M |
| Discretionary | $365.1M |
| Employees | 8 |
| Client Accounts | 1113 |
| Client Range | 1-10 |
Address
921 EAST GREEN STREET
PASADENA CA 91106
Phone
626-449-7783
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$365M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$365M
| $365M |
| +19.2% |
| +16.5% |
| +12.1% |
| Total Accounts | 1k | +0.5% | +0.1% | +2.0% |
| Avg Account Size | $328,012.501 | +18.6% | +16.5% | +9.9% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $46M | +19.2% | +16.5% | +12.1% |
Client AUM Segments | |||||
| Wealth AUM | $357M | +18.6% | +16.7% | +11.9% | |
| Institutional AUM | $8M | +51.1% | +12.2% | +27.7% | |
Client Count Segments | |||||
| HNW Clients | 243 | 14.4% | 6.6% | 2.4% | |
| Individuals | 119 | +32.2% | +7.8% | +6.0% | |