| Total AUM | $1.23B |
| Discretionary | $1.23B100% of AUM |
| Client Accounts | 3,280 |
| Avg Account Size | $376K |
| Employees | 10 |
| Peak AUM | $1.23BFeb 2026 |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +22.6% | +20.8% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.23B |
| Discretionary | $1.23B |
| Employees | 10 |
| Client Accounts | 3280 |
| Client Range | More than 500 |
Address
1782 ORANGE TREE LANE
REDLANDS CA 92374
Phone
909-307-8220
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $1.2B |
| +22.6% |
| +20.8% |
| +14.5% |
| Total Accounts | 3k | +10.6% | +10.4% | +8.8% |
| Avg Account Size | $376,412.926 | +10.9% | +9.5% | +5.2% |
| Employees | 10 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $123M | +22.6% | +20.8% | +14.5% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +23.5% | +21.5% | +14.1% | |
| Institutional AUM | $36M | 2.2% | +4.1% | +36.0% | |
Client Count Segments | |||||
| HNW Clients | 1k | +2.8% | +3.5% | +6.7% | |
| Institutional | 36 | +9.1% | +11.5% | — | |
| Individuals | 880 | +12.0% | +10.5% | +31.4% | |