| Total AUM | $187K |
| Discretionary | $00% of AUM |
| Non-Discretionary | $187K |
| Client Accounts | 5 |
| Avg Account Size | $37K |
| Employees | 2 |
| Peak AUM | $187KJan 2025 |
Total AUM
$186,824
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186,824 | — | — | — | |
| Non-Disc. AUM | $186,824 | — | |||
| Total AUM | $186,824 |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 5 |
| Client Range | 0 |
Address
2627 NE 203RD ST
MIAMI FL 33180
Phone
(844)-957-4247
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$186,824
100.0% of AUM
Custody
| — |
| Total Accounts | 5 | — | — | — |
| Avg Account Size | $37,364.8 | — | — | — | — |
| Employees | 2 | 50.0% | 13.3% | — |
| AUM / Employee | $93,412 | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $186,824 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 1 | — | — | — | — |