| Total AUM | $144.0M |
| Discretionary | $144.0M100% of AUM |
| Client Accounts | 630 |
| Avg Account Size | $229K |
| Employees | 2 |
| Peak AUM | $144.0MMar 2026 |
| AUM CAGR | +9.4% /yrover 4 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $144M | +12.1% | +12.7% | +9.4% | |
| Discretionary AUM | |||||
| Total AUM | $144.0M |
| Discretionary | $144.0M |
| Employees | 2 |
| Client Accounts | 630 |
| Client Range | 11-25 |
Phone
(415) 752-7311
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$144M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$144M
| $144M |
| +12.1% |
| +12.7% |
| +9.4% |
| Total Accounts | 630 | +9.4% | +5.6% | +6.9% |
| Avg Account Size | $228,635.8 | +2.5% | +6.7% | +2.3% |
| Employees | 2 | 0.0% | 12.6% | 10.7% |
| AUM / Employee | $72M | +12.1% | +29.0% | +22.5% |
Client AUM Segments | |||||
| Wealth AUM | $114M | +14.3% | +18.3% | +13.4% | |
| Institutional AUM | $30M | +4.4% | 1.8% | 1.5% | |
Client Count Segments | |||||
| HNW Clients | 159 | +16.9% | +2.9% | +7.4% | |
| Institutional | 12 | 0.0% | +2.9% | +2.5% | |
| Individuals | 41 | +28.1% | +27.0% | +22.2% | |