| Total AUM | $445.4M |
| Discretionary | $445.4M100% of AUM |
| Client Accounts | 1,520 |
| Avg Account Size | $293K |
| Employees | 5 |
| Peak AUM | $445.4MMar 2026 |
Total AUM
$445M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $445M | +20.4% | +23.6% | +14.7% | |
| Discretionary AUM | |||||
| Total AUM | $445.4M |
| Discretionary | $445.4M |
| Employees | 5 |
| Client Accounts | 1520 |
| Client Range | 0 |
Address
5925 GRANITE LAKE DRIVE
GRANITE BAY CA 95746
Phone
(916) 772-5970
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$445M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $445M |
| +20.4% |
| +23.6% |
| +14.7% |
| Total Accounts | 2k | +151.7% | +8.7% | +8.8% |
| Avg Account Size | $293,004.872 | 52.2% | +13.8% | +5.4% |
| Employees | 5 | +25.0% | +18.6% | +20.1% |
| AUM / Employee | $89M | 3.7% | +4.3% | 4.5% |
Client AUM Segments | |||||
| Wealth AUM | $418M | +20.9% | +22.8% | +13.7% | |
| Institutional AUM | $28M | +12.9% | +39.1% | +41.7% | |
Client Count Segments | |||||
| HNW Clients | 420 | +8.8% | +3.6% | +10.8% | |
| Institutional | 24 | +9.1% | +68.7% | 6.7% | |
| Individuals | 226 | +15.3% | +16.8% | +9.9% | |