| Total AUM | $377 |
| Discretionary | $00% of AUM |
| Non-Discretionary | $377 |
| Client Accounts | 9 |
| Avg Account Size | $41.889 |
| Employees | 5 |
| Peak AUM | $400Jan 2026 |
Total AUM
$377
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $377 | — | — | — | |
| Non-Disc. AUM | $377 | — | |||
| Total AUM | $377 |
| Discretionary | $0 |
| Employees | 5 |
| Client Accounts | 9 |
Address
200 EAST LAS OLAS BOULEVARD
FORT LAUDERDALE FL 33301
Phone
888-837-8818
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$377
100.0% of AUM
| — |
| Total Accounts | 9 | — | — | — |
| Avg Account Size | $41.889 | — | — | — | — |
| Employees | 5 | 0.0% | — | — |
| AUM / Employee | $75.4 | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $377 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 9 | — | — | — | — |