| Total AUM | $700.2M |
| Discretionary | $646.5M92% of AUM |
| Non-Discretionary | $53.7M |
| Client Accounts | 184 |
| Avg Account Size | $3.8M |
| Employees | 7 |
| Peak AUM | $700.2MMar 2026 |
Total AUM
$700M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $700M | — | — | — | |
| Discretionary AUM | $646M | — | |||
| Total AUM | $700.2M |
| Discretionary | $646.5M |
| Employees | 7 |
| Client Accounts | 184 |
| Client Range | 0 |
Address
13001 SEAL BEACH BOULEVARD
SEAL BEACH CA 90740
Phone
513-618-4498
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$646M
92.3% of AUM
Non-Discretionary
$54M
7.7% of AUM
No related registrations reported
| — |
| Non-Disc. AUM | $54M | — | — | — |
| Total Accounts | 184 | — | — | — |
| Avg Account Size | $4M | — | — | — | — |
| Employees | 7 | +133.3% | — | — |
| AUM / Employee | $100M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $700M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 75 | — | — | — | — |
| Individuals | 109 | — | — | — | — |