| Total AUM | $344.7M |
| Discretionary | $344.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $172.3M |
| Employees | 5 |
| Peak AUM | $344.7MMar 2026 |
Total AUM
$345M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $345M | +41.0% | +27.2% | +43.6% | |
| Discretionary AUM | |||||
| Total AUM | $344.7M |
| Discretionary | $344.7M |
| Employees | 5 |
| Client Accounts | 2 |
Address
9132 STRADA PLACE
NAPLES FL 34108
Phone
239-734-3625
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$345M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $345M |
| +41.0% |
| +27.2% |
| +43.6% |
| Total Accounts | 2 | 50.0% | 37.0% | +14.9% |
| Avg Account Size | $172M | +182.0% | +101.9% | +25.0% |
| Employees | 5 | +25.0% | 0.0% | 0.0% |
| AUM / Employee | $69M | +12.8% | +27.2% | +43.6% |
Client AUM Segments | |||||
| Wealth AUM | $3M | 82.3% | 60.9% | — | |
| Fund / Pooled AUM | $342M | +49.1% | +40.7% | +43.3% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 1 | 66.7% | 41.5% | — | |