| Total AUM | $215.4M |
| Discretionary | $215.4M100% of AUM |
| Client Accounts | 165 |
| Avg Account Size | $1.3M |
| Employees | 2 |
| Peak AUM | $215.4MMar 2026 |
| AUM CAGR | +13.5% /yrover 4 yrs · 8 filings |
Total AUM
$215M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +28.0% | +18.5% | +13.5% | |
| Discretionary AUM | $215M | ||||
| Total AUM | $215.4M |
| Discretionary | $215.4M |
| Employees | 2 |
| Client Accounts | 165 |
| Client Range | 0 |
Address
2200 EAST RIVER ROAD
TUCSON AZ 85718
Phone
520-751-2000
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$215M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +28.0% |
| +18.5% |
| +13.5% |
| Total Accounts | 165 | +5.1% | +9.4% | +2.8% |
| Avg Account Size | $1M | +21.8% | +8.3% | +10.4% |
| Employees | 2 | 33.3% | 12.6% | 9.8% |
| AUM / Employee | $108M | +92.1% | +35.6% | +25.9% |
Client AUM Segments | |||||
| Wealth AUM | $187M | +25.3% | +14.8% | +10.4% | |
| Institutional AUM | $29M | +49.6% | +65.9% | +58.5% | |
Client Count Segments | |||||
| HNW Clients | 15 | 16.7% | 9.1% | +10.9% | |
| Institutional | 10 | +100.0% | +115.4% | +80.0% | |
| Individuals | 33 | 10.8% | +44.2% | 13.8% | |