| Total AUM | $557.6M |
| Discretionary | $536.5M96% of AUM |
| Non-Discretionary | $21.2M |
| Client Accounts | 398 |
| Avg Account Size | $1.4M |
| Employees | 6 |
| Peak AUM | $557.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $558M | +17.1% | +12.2% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $557.6M |
| Discretionary | $536.5M |
| Employees | 6 |
| Client Accounts | 398 |
| Client Range | 1-10 |
Address
8447 WILSHIRE BOULEVARD
BEVERLY HILLS CA 90211
Phone
323-452-9548
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$536M
96.2% of AUM
Non-Discretionary
$21M
3.8% of AUM
Disc. mix ▲ 2.6pp vs 1 year ago
Custody
| +22.8% /yrover 7 yrs · 22 filings |
Total AUM
$558M
| $536M |
| +20.4% |
| +12.8% |
| +17.5% |
| Non-Disc. AUM | $21M | 30.6% | +0.5% | +61.8% |
| Total Accounts | 398 | 0.3% | +9.2% | +14.0% |
| Avg Account Size | $1M | +17.4% | +2.8% | +3.7% |
| Employees | 6 | +50.0% | +26.0% | +14.9% |
| AUM / Employee | $93M | 21.9% | 10.9% | +2.9% |
Client AUM Segments | |||||
| Wealth AUM | $558M | +17.1% | +12.2% | +18.2% | |
Client Count Segments | |||||
| HNW Clients | 47 | 4.1% | +0.7% | +9.4% | |
| Individuals | 50 | 2.0% | +10.6% | +16.8% | |