| Total AUM | $547.7M |
| Discretionary | $100.9M18% of AUM |
| Non-Discretionary | $446.7M |
| Client Accounts | 206 |
| Avg Account Size | $2.7M |
| Employees | 3 |
| Peak AUM | $547.7MMar 2025 |
| AUM CAGR | +10.4% /yrover 7 yrs · 12 filings |
Total AUM
$548M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $548M | +30.0% | +17.6% | +15.1% | |
| Discretionary AUM | |||||
| Total AUM | $547.7M |
| Discretionary | $100.9M |
| Employees | 3 |
| Client Accounts | 206 |
| Client Range | 51-100 |
Address
8470 ENTERPRISE CIRCLE
LAKEWOOD RANCH FL 34202
Phone
716-204-7610
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$101M
18.4% of AUM
Non-Discretionary
$447M
81.6% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
| $101M |
| +19.4% |
| +5.3% |
| 9.3% |
| Non-Disc. AUM | $447M | +32.7% | +21.3% | +33.9% |
| Total Accounts | 206 | +7.9% | +5.2% | +5.6% |
| Avg Account Size | $3M | +20.5% | +11.8% | +9.0% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $183M | +30.0% | +17.6% | +15.1% |
Client AUM Segments | |||||
| Wealth AUM | $101M | +17.8% | +7.9% | +11.2% | |
| Institutional AUM | $447M | +33.1% | +20.4% | +16.2% | |
Client Count Segments | |||||
| HNW Clients | 40 | +2.6% | 14.5% | +7.3% | |
| Institutional | 31 | 3.1% | +8.9% | +5.2% | |
| Individuals | 35 | 10.3% | +6.5% | +12.8% | |