| Total AUM | $93.7M |
| Discretionary | $93.7M100% of AUM |
| Client Accounts | 238 |
| Avg Account Size | $394K |
| Employees | 4 |
| Peak AUM | $131.5MFeb 2020 |
| AUM CAGR | +12.1% /yrover 25 yrs · 51 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $94M | 7.8% | +1.0% | 4.1% | |
| Discretionary AUM | $94M | ||||
| Total AUM | $93.7M |
| Discretionary | $93.7M |
| Employees | 4 |
| Client Accounts | 238 |
| Client Range | 0 |
Address
1750 CLINT MOORE ROAD
BOCA RATON FL 33487
Phone
305-921-8101
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$94M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$94M
| 7.8% |
| +1.0% |
| 4.1% |
| Total Accounts | 238 | 14.7% | 7.8% | 3.2% |
| Avg Account Size | $393,502.521 | +8.1% | +9.6% | 0.9% |
| Employees | 4 | 33.3% | 7.2% | 35.4% |
| AUM / Employee | $23M | +38.3% | +8.8% | +48.6% |
Client AUM Segments | |||||
| Wealth AUM | $69M | 11.8% | 1.7% | 4.9% | |
| Institutional AUM | $24M | +6.2% | +10.7% | +2.9% | |
Client Count Segments | |||||
| HNW Clients | 91 | 64.2% | 31.2% | 18.9% | |
| Institutional | 1 | 96.0% | 65.3% | 39.6% | |
| Individuals | 52 | — | — | — | |