| Total AUM | $42.9M |
| Discretionary | $42.9M100% of AUM |
| Client Accounts | 942 |
| Avg Account Size | $46K |
| Employees | 31 |
| Peak AUM | $117.5MMar 2018 |
| AUM CAGR | -5.4% /yrover 11 yrs · 52 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43M | +12.1% | +5.2% | 4.7% | |
| Discretionary AUM | $43M | ||||
| Total AUM | $42.9M |
| Discretionary | $42.9M |
| Employees | 31 |
| Client Accounts | 942 |
| Client Range | 1-10 |
Address
3067 W. INA ROAD
TUCSON AZ 85741
Phone
520-333-4719
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$43M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$43M
| +12.1% |
| +5.2% |
| 4.7% |
| Total Accounts | 942 | +14.2% | +12.3% | 0.7% |
| Avg Account Size | $45,551.306 | 1.9% | 6.3% | 4.1% |
| Employees | 31 | +158.3% | +36.1% | +6.1% |
| AUM / Employee | $1M | 56.6% | 22.7% | 10.1% |
Client AUM Segments | |||||
| Wealth AUM | $43M | +12.1% | +5.2% | 4.7% | |
Client Count Segments | |||||
| HNW Clients | 938 | +14.0% | +22.8% | 0.7% | |
| Individuals | 4 | +100.0% | — | — | |