| Total AUM | $228.4M |
| Discretionary | $228.4M100% of AUM |
| Client Accounts | 941 |
| Avg Account Size | $243K |
| Employees | 1 |
| Peak AUM | $228.4MMar 2026 |
Total AUM
$228M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $228M | +20.4% | +15.8% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $228.4M |
| Discretionary | $228.4M |
| Employees | 1 |
| Client Accounts | 941 |
| Client Range | 0 |
Address
4451 S. WHITE MOUNTAIN ROAD
SHOW LOW AZ 85901
Phone
928-537-8700
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$228M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $228M |
| +20.4% |
| +15.8% |
| +14.4% |
| Total Accounts | 941 | +6.3% | +5.1% | +4.7% |
| Avg Account Size | $242,670.614 | +13.2% | +10.2% | +9.2% |
| Employees | 1 | 0.0% | 0.0% | 12.9% |
| AUM / Employee | $228M | +20.4% | +15.8% | +31.4% |
Client AUM Segments | |||||
| Wealth AUM | $225M | +18.5% | +15.2% | +14.1% | |
| Institutional AUM | $4M | +12356.8% | — | +53.5% | |
Client Count Segments | |||||
| HNW Clients | 520 | +7.0% | 12.1% | +11.6% | |
| Institutional | 9 | +800.0% | — | — | |
| Individuals | 41 | 35.9% | 2.3% | 11.4% | |