| Total AUM | $201.2M |
| Discretionary | $201.2M100% of AUM |
| Client Accounts | 327 |
| Avg Account Size | $615K |
| Employees | 3 |
| Peak AUM | $354.0MNov 2022 |
Total AUM
$201M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $201M | +21.5% | 10.4% | — | |
| Discretionary AUM | $201M | ||||
| Total AUM | $201.2M |
| Discretionary | $201.2M |
| Employees | 3 |
| Client Accounts | 327 |
Phone
(925) 261-8330
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$201M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +21.5% |
| 10.4% |
| — |
| Total Accounts | 327 | 19.3% | 28.6% | — |
| Avg Account Size | $615,178.835 | +50.5% | +25.6% | — |
| Employees | 3 | 40.0% | 27.9% | +35.9% |
| AUM / Employee | $67M | +102.6% | +24.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $135M | +30.0% | 7.4% | — | |
| Fund / Pooled AUM | $66M | +7.4% | 15.5% | — | |
Client Count Segments | |||||
| HNW Clients | 232 | +60.0% | +21.0% | — | |
| Pooled / Fund | 5 | 37.5% | 14.5% | — | |
| Individuals | 90 | 64.3% | +4.9% | — | |