| Total AUM | $481.1M |
| Discretionary | $478.8M100% of AUM |
| Non-Discretionary | $2.3M |
| Client Accounts | 1,348 |
| Avg Account Size | $357K |
| Employees | 6 |
| Peak AUM | $481.1MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $481M | +21.0% | +22.5% | +18.5% | |
| Discretionary AUM | |||||
| Total AUM | $481.1M |
| Discretionary | $478.8M |
| Employees | 6 |
| Client Accounts | 1348 |
| Client Range | 0 |
Address
18867 N. THOMPSON PEAK PARKWAY
SCOTTSDALE AZ 85255
Phone
480-771-4301
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$479M
99.5% of AUM
Non-Discretionary
$2M
0.5% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
Total AUM
$481M
| $479M |
| +21.2% |
| +23.0% |
| +18.9% |
| Non-Disc. AUM | $2M | 12.8% | 20.4% | 11.9% |
| Total Accounts | 1k | +3.6% | +7.8% | +10.9% |
| Avg Account Size | $356,879.674 | +16.8% | +13.7% | +6.9% |
| Employees | 6 | 0.0% | 0.0% | +3.8% |
| AUM / Employee | $80M | +21.0% | +22.5% | +14.2% |
Client AUM Segments | |||||
| Wealth AUM | $447M | +21.6% | +21.1% | +17.5% | |
| Institutional AUM | $34M | +14.3% | +50.0% | +38.4% | |
Client Count Segments | |||||
| HNW Clients | 570 | +18.8% | +10.3% | +15.1% | |
| Institutional | 19 | 5.0% | +13.5% | +9.8% | |
| Individuals | 119 | +6.3% | +16.1% | +14.6% | |