| Total AUM | $129.4M |
| Discretionary | $72.2M56% of AUM |
| Non-Discretionary | $57.2M |
| Client Accounts | 30 |
| Avg Account Size | $4.3M |
| Employees | 1 |
| Peak AUM | $129.4MJan 2026 |
| AUM CAGR | +17.0% /yrover 1 yrs · 3 filings |
Total AUM
$129M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $129M | +12.6% | — | — | — |
| Discretionary AUM | $72M | +8.5% | |||
| Total AUM | $129.4M |
| Discretionary | $72.2M |
| Employees | 1 |
| Client Accounts | 30 |
Phone
786-472-0187
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$72M
55.8% of AUM
Non-Discretionary
$57M
44.2% of AUM
Disc. mix ▼ 2.1pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $57M | +18.3% | — | — | — |
| Total Accounts | 30 | 16.7% | — | — | — |
| Avg Account Size | $4M | +35.1% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $129M | +12.6% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $129M | +12.6% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 7 | 0.0% | — | — | — |
| Individuals | 15 | 11.8% | — | — | — |