| Total AUM | $61.8M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $61.8M |
| Client Accounts | 9 |
| Avg Account Size | $6.9M |
| Employees | 1 |
| Peak AUM | $135.0MApr 2008 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $62M | 42.9% | 15.7% | 9.3% | |
| Non-Disc. AUM | $62M | ||||
| Total AUM | $61.8M |
| Discretionary | $0 |
| Employees | 1 |
| Client Accounts | 9 |
| Client Range | 0 |
Address
2108 N ST, SUITE 9890
SACRAMENTO CA 95816
Phone
415-771-9421
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$62M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| -0.9% /yrover 19 yrs · 38 filings |
Total AUM
$62M
| 42.9% |
| 15.7% |
| 9.3% |
| Total Accounts | 9 | 10.0% | 0.0% | 2.1% |
| Avg Account Size | $7M | 36.6% | 15.7% | 7.4% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $62M | 42.9% | 15.7% | 9.3% |
Client AUM Segments | |||||
| Wealth AUM | $6M | +6.5% | +2.9% | +4.7% | |
| Institutional AUM | $56M | 45.5% | 16.9% | 10.3% | |
Client Count Segments | |||||
| Institutional | 3 | 25.0% | 9.1% | 5.6% | |
| Individuals | 6 | 0.0% | +6.3% | 0.0% | |