| Total AUM | $202.2M |
| Discretionary | $202.2M100% of AUM |
| Client Accounts | 302 |
| Avg Account Size | $669K |
| Employees | 2 |
| Peak AUM | $202.2MFeb 2026 |
Total AUM
$202M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $202M | +46.0% | +18.6% | +9.7% | |
| Discretionary AUM | $202M | ||||
| Total AUM | $202.2M |
| Discretionary | $202.2M |
| Employees | 2 |
| Client Accounts | 302 |
| Client Range | 0 |
Phone
907-452-4250
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$202M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +46.0% |
| +18.6% |
| +9.7% |
| Total Accounts | 302 | +1.0% | +1.4% | +2.0% |
| Avg Account Size | $669,447.265 | +44.5% | +16.9% | +7.6% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $101M | +46.0% | +18.6% | +9.7% |
Client AUM Segments | |||||
| Wealth AUM | $95M | +12.8% | +8.1% | +3.7% | |
| Institutional AUM | $108M | +96.8% | +32.7% | +17.3% | |
Client Count Segments | |||||
| HNW Clients | 87 | 3.3% | 2.5% | 1.8% | |
| Individuals | 26 | +13.0% | +10.7% | 0.0% | |