| Total AUM | $559.5M |
| Discretionary | $559.5M100% of AUM |
| Client Accounts | 2,114 |
| Avg Account Size | $265K |
| Employees | 5 |
| Peak AUM | $559.5MMay 2026 |
Total AUM
$560M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $560M | — | — | — | |
| Discretionary AUM | $560M | — | |||
| Total AUM | $559.5M |
| Discretionary | $559.5M |
| Employees | 5 |
| Client Accounts | 2114 |
Address
115 21ST ST.
MANHATTAN BEACH CA 90266
Phone
310 302 7685
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$560M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 2k | — | — | — |
| Avg Account Size | $264,675.143 | — | — | — | — |
| Employees | 5 | 0.0% | — | — |
| AUM / Employee | $112M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $541M | — | — | — | — |
| Institutional AUM | $18M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 55 | — | — | — | — |
| Institutional | 6 | — | — | — | — |
| Individuals | 135 | — | — | — | — |