| Total AUM | $196.2M |
| Discretionary | $196.2M100% of AUM |
| Client Accounts | 170 |
| Avg Account Size | $1.2M |
| Employees | 5 |
| Peak AUM | $196.2MMar 2026 |
| AUM CAGR | +18.5% /yrover 4 yrs · 8 filings |
Total AUM
$196M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $196M | +25.1% | +19.3% | +18.5% | |
| Discretionary AUM | $196M | ||||
| Total AUM | $196.2M |
| Discretionary | $196.2M |
| Employees | 5 |
| Client Accounts | 170 |
| Client Range | 51-100 |
Address
4660 LA JOLLA VILLAGE DRIVE
SAN DIEGO CA 92122
Phone
858-597-1966
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$196M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +25.1% |
| +19.3% |
| +18.5% |
| Total Accounts | 170 | 64.9% | 21.2% | 13.7% |
| Avg Account Size | $1M | +257.0% | +51.3% | +37.4% |
| Employees | 5 | 0.0% | +7.7% | +5.9% |
| AUM / Employee | $39M | +25.1% | +10.7% | +12.0% |
Client AUM Segments | |||||
| Wealth AUM | $196M | +25.1% | +20.8% | +18.5% | |
Client Count Segments | |||||
| HNW Clients | 53 | +1.9% | +10.8% | 5.1% | |
| Individuals | 117 | +8.3% | +7.6% | +23.0% | |