| Total AUM | $172.2M |
| Discretionary | $172.2M100% of AUM |
| Client Accounts | 172 |
| Avg Account Size | $1.0M |
| Employees | 6 |
| Peak AUM | $172.2MMar 2026 |
| AUM CAGR | +9.5% /yrover 5 yrs · 15 filings |
Total AUM
$172M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $172M | +30.0% | +13.0% | — | |
| Discretionary AUM | $172M | ||||
| Total AUM | $172.2M |
| Discretionary | $172.2M |
| Employees | 6 |
| Client Accounts | 172 |
| Client Range | 11-25 |
Address
3801 PGA BOULEVARD
PALM BEACH GARDENS FL 33410
Phone
561-971-3939
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$172M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
| +30.2% |
| +13.1% |
| — |
| Total Accounts | 172 | +18.6% | +12.7% | — |
| Avg Account Size | $1M | +9.6% | +0.3% | — |
| Employees | 6 | +20.0% | +14.5% | +14.6% |
| AUM / Employee | $29M | +8.4% | 1.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $109M | +35.1% | +7.2% | — | |
| Institutional AUM | $64M | +22.2% | +27.0% | — | |
Client Count Segments | |||||
| HNW Clients | 127 | +22.1% | +16.7% | — | |
| Institutional | 25 | +13.6% | +18.6% | — | |
| Individuals | 20 | +5.3% | 7.2% | — | |