| Total AUM | $128.0M |
| Discretionary | $128.0M100% of AUM |
| Client Accounts | 401 |
| Avg Account Size | $319K |
| Employees | 3 |
| Peak AUM | $128.0MFeb 2026 |
Total AUM
$128M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | +25.4% | — | — | |
| Discretionary AUM | $128M | ||||
| Total AUM | $128.0M |
| Discretionary | $128.0M |
| Employees | 3 |
| Client Accounts | 401 |
| Client Range | 0 |
Address
500 N. STATE COLLEGE BLVD
ORANGE CA 92868
Phone
714-660-7490
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$128M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 401 | +10.8% | — | — |
| Avg Account Size | $319,161.459 | +13.2% | — | — |
| Employees | 3 | +50.0% | — | — |
| AUM / Employee | $43M | 16.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $128M | +25.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 107 | 4.5% | — | — | |
| Individuals | 35 | +25.0% | — | — | |