| Total AUM | $1.34B |
| Discretionary | $1.33B99% of AUM |
| Non-Discretionary | $14.7M |
| Client Accounts | 1,921 |
| Avg Account Size | $698K |
| Employees | 7 |
| Peak AUM | $1.34BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +20.2% | +16.8% | +13.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.34B |
| Discretionary | $1.33B |
| Employees | 7 |
| Client Accounts | 1921 |
| Client Range | 251-500 |
Address
3201 DANVILLE BLVD
ALAMO CA 94507
Phone
925-838-1234
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
98.9% of AUM
Non-Discretionary
$15M
1.1% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
No related registrations reported
| +9.5% /yrover 25 yrs · 59 filings |
Total AUM
$1.3B
| $1.3B |
| +20.5% |
| +16.8% |
| +13.0% |
| Non-Disc. AUM | $15M | 2.0% | +15.5% | +12.9% |
| Total Accounts | 2k | +6.2% | +5.9% | +6.6% |
| Avg Account Size | $698,239.945 | +13.2% | +10.3% | +6.1% |
| Employees | 7 | 0.0% | 7.8% | 4.9% |
| AUM / Employee | $192M | +20.2% | +26.7% | +18.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +20.1% | +16.7% | +12.8% | |
| Institutional AUM | $36M | +22.2% | +20.2% | +23.7% | |
Client Count Segments | |||||
| HNW Clients | 221 | +5.2% | +10.6% | +33.6% | |
| Institutional | 5 | +66.7% | +7.5% | 0.0% | |
| Individuals | 323 | +1.9% | +2.1% | +0.2% | |