| Total AUM | $186.3M |
| Discretionary | $181.7M98% of AUM |
| Non-Discretionary | $4.7M |
| Client Accounts | 273 |
| Avg Account Size | $683K |
| Employees | 4 |
| Peak AUM | $186.3MMar 2025 |
| AUM CAGR | +9.7% /yrover 5 yrs · 15 filings |
Total AUM
$186M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +7.2% | +3.6% | — | |
| Discretionary AUM | $182M | ||||
| Total AUM | $186.3M |
| Discretionary | $181.7M |
| Employees | 4 |
| Client Accounts | 273 |
| Client Range | 10-Jan |
Address
4500 PGA BOULEVARD
PALM BEACH GARDENS FL 33418
Phone
561-437-4770
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$182M
97.5% of AUM
Non-Discretionary
$5M
2.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +7.0% |
| +3.2% |
| — |
| Non-Disc. AUM | $5M | +13.9% | +34.8% | — |
| Total Accounts | 273 | +11.0% | +14.7% | — |
| Avg Account Size | $682,505.949 | 3.4% | 9.6% | — |
| Employees | 4 | 0.0% | +26.0% | +6.1% |
| AUM / Employee | $47M | +7.2% | 17.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $107M | +8.2% | +5.5% | — | |
| Institutional AUM | $79M | +5.9% | +1.4% | — | |
Client Count Segments | |||||
| HNW Clients | 74 | +5.7% | +9.1% | — | |
| Institutional | 26 | 0.0% | +2.7% | — | |
| Individuals | 30 | +30.4% | +16.4% | — | |