| Total AUM | $176.1M |
| Discretionary | $171.0M97% of AUM |
| Non-Discretionary | $5.2M |
| Client Accounts | 208 |
| Avg Account Size | $847K |
| Employees | 2 |
| Peak AUM | $228.8MMar 2008 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $176M | +9.3% | +6.4% | +2.3% | |
| Discretionary AUM | $171M | ||||
| Total AUM | $176.1M |
| Discretionary | $171.0M |
| Employees | 2 |
| Client Accounts | 208 |
| Client Range | 1-10 |
Phone
(855) 554-3677
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$171M
97.1% of AUM
Non-Discretionary
$5M
2.9% of AUM
Disc. mix ▲ 3.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$176M
| +12.9% |
| +8.0% |
| +3.4% |
| Non-Disc. AUM | $5M | 47.0% | 21.1% | 16.6% |
| Total Accounts | 208 | 3.3% | 14.3% | +1.1% |
| Avg Account Size | $846,777.192 | +13.0% | +24.1% | +1.2% |
| Employees | 2 | +100.0% | 27.6% | 20.0% |
| AUM / Employee | $88M | 45.3% | +47.0% | +27.9% |
Client AUM Segments | |||||
| Wealth AUM | $174M | +9.1% | +6.0% | +2.1% | |
| Institutional AUM | $2M | +40.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 5 | 0.0% | 37.5% | — | |
| Individuals | 48 | +2.1% | +11.8% | 0.8% | |