| Total AUM | $121.1M |
| Discretionary | $120.2M99% of AUM |
| Non-Discretionary | $883K |
| Client Accounts | 110 |
| Avg Account Size | $1.1M |
| Employees | 2 |
| Peak AUM | $121.1MMar 2026 |
Total AUM
$121M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | +9.3% | +10.2% | — | |
| Discretionary AUM | $120M | ||||
| Total AUM | $121.1M |
| Discretionary | $120.2M |
| Employees | 2 |
| Client Accounts | 110 |
| Client Range | 0 |
Address
4400 PGA BOULEVARD
PALM BEACH GARDENS FL 33410
Phone
561-453-1120
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$120M
99.3% of AUM
Non-Discretionary
$882,568
0.7% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
No related registrations reported
| +9.2% |
| +10.2% |
| — |
| Non-Disc. AUM | $882,568 | +21.1% | +11.8% | — |
| Total Accounts | 110 | +5.8% | +5.8% | — |
| Avg Account Size | $1M | +3.3% | +4.2% | — |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $61M | +9.3% | +10.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $76M | +12.7% | +12.8% | — | |
| Institutional AUM | $193,490 | +0.6% | 34.3% | — | |
| Other AUM | $45M | +4.0% | +6.8% | — | |
Client Count Segments | |||||
| HNW Clients | 17 | +6.3% | +4.3% | — | |
| Institutional | 7 | 12.5% | +11.9% | — | |
| Individuals | 36 | +24.1% | +14.5% | — | |