| Total AUM | $149.5M |
| Discretionary | $141.6M95% of AUM |
| Non-Discretionary | $7.9M |
| Client Accounts | 1,146 |
| Avg Account Size | $130K |
| Employees | 7 |
| Peak AUM | $149.5MMar 2026 |
| AUM CAGR | +12.6% /yrover 3 yrs · 13 filings |
Total AUM
$150M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | +17.4% | +12.6% | — | |
| Discretionary AUM | $142M | ||||
| Total AUM | $149.5M |
| Discretionary | $141.6M |
| Employees | 7 |
| Client Accounts | 1146 |
| Client Range | 251-500 |
Address
2001 CARLISLE BLVD NE
ALBUQUERQUE NM 87110-4939
Phone
505-821-6966
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$142M
94.7% of AUM
Non-Discretionary
$8M
5.3% of AUM
Disc. mix ▼ 0.8pp vs 1 year ago
| +16.4% |
| +11.7% |
| — |
| Non-Disc. AUM | $8M | +38.0% | +37.2% | — |
| Total Accounts | 1k | +133.4% | +6.6% | — |
| Avg Account Size | $130,459.619 | 49.7% | +5.7% | — |
| Employees | 7 | 0.0% | 0.0% | — |
| AUM / Employee | $21M | +17.4% | +12.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $147M | +17.9% | +12.8% | — | |
| Institutional AUM | $3M | 4.8% | +5.2% | — | |
Client Count Segments | |||||
| HNW Clients | 415 | 10.0% | 1.9% | — | |
| Institutional | 3 | 0.0% | — | — | |
| Individuals | 58 | +114.8% | +42.3% | — | |