| Total AUM | $585.6M |
| Discretionary | $585.6M100% of AUM |
| Client Accounts | 943 |
| Avg Account Size | $621K |
| Employees | 8 |
| Peak AUM | $585.6MJan 2026 |
Total AUM
$586M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $586M | +37.8% | +42.1% | +26.5% | |
| Discretionary AUM | |||||
| Total AUM | $585.6M |
| Discretionary | $585.6M |
| Employees | 8 |
| Client Accounts | 943 |
| Client Range | 51-100 |
Phone
585-340-6538
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$586M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $586M |
| +37.8% |
| +42.1% |
| +26.5% |
| Total Accounts | 943 | +18.2% | +11.3% | +6.4% |
| Avg Account Size | $621,019.599 | +16.6% | +27.6% | +18.8% |
| Employees | 8 | +14.3% | 0.0% | +6.2% |
| AUM / Employee | $73M | +20.6% | +42.1% | +19.0% |
Client AUM Segments | |||||
| Wealth AUM | $586M | +37.8% | +42.1% | +26.5% | |
Client Count Segments | |||||
| HNW Clients | 200 | 2.0% | 0.9% | 4.0% | |
| Individuals | 157 | +37.7% | +32.9% | +6.8% | |