| Total AUM | $791.6M |
| Discretionary | $791.6M100% of AUM |
| Client Accounts | 549 |
| Avg Account Size | $1.4M |
| Employees | 3 |
| Peak AUM | $791.6MMar 2026 |
Total AUM
$792M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $792M | +12.8% | +6.5% | +3.3% | |
| Discretionary AUM | |||||
| Total AUM | $791.6M |
| Discretionary | $791.6M |
| Employees | 3 |
| Client Accounts | 549 |
| Client Range | 51-100 |
Address
306 JASMINE AVENUE
CORONA DEL MAR CA 92625
Phone
818-577-1180
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$792M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $792M |
| +12.8% |
| +7.1% |
| +3.6% |
| Total Accounts | 549 | +5.6% | 3.3% | +2.7% |
| Avg Account Size | $1M | +6.8% | +10.1% | +0.7% |
| Employees | 3 | 0.0% | +14.5% | 0.0% |
| AUM / Employee | $264M | +12.8% | 7.0% | +3.3% |
Client AUM Segments | |||||
| Wealth AUM | $789M | +12.7% | +10.4% | +5.0% | |
| Institutional AUM | $2M | +13.6% | 68.3% | 47.0% | |
Client Count Segments | |||||
| HNW Clients | 103 | +4.0% | +5.4% | +1.4% | |
| Individuals | 153 | +4.1% | +3.2% | +2.2% | |