| Total AUM | $9.2M |
| Discretionary | $9.2M100% of AUM |
| Client Accounts | 29 |
| Avg Account Size | $316K |
| Employees | 1 |
| Peak AUM | $9.2MJan 2025 |
| AUM CAGR | +7.0% /yrover 3 yrs · 8 filings |
Total AUM
$9M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9M | +26.3% | +7.0% | — | |
| Discretionary AUM | $9M | ||||
| Total AUM | $9.2M |
| Discretionary | $9.2M |
| Employees | 1 |
| Client Accounts | 29 |
Phone
707-315-4535
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$9M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +26.3% |
| +7.0% |
| — |
| Total Accounts | 29 | 34.1% | 20.2% | — |
| Avg Account Size | $316,054.517 | +91.7% | +34.1% | — |
| Employees | 1 | 0.0% | 35.5% | — |
| AUM / Employee | $9M | +26.3% | +65.9% | — |
Client AUM Segments | |||||
| Wealth AUM | $9M | +26.3% | +7.0% | — | |
Client Count Segments | |||||
| HNW Clients | 23 | 17.9% | 6.2% | — | |
| Individuals | 2 | 0.0% | 0.0% | — | |