| Total AUM | $406.6M |
| Discretionary | $349.2M86% of AUM |
| Non-Discretionary | $57.4M |
| Client Accounts | 877 |
| Avg Account Size | $464K |
| Employees | 4 |
| Peak AUM | $406.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $407M | +16.3% | +13.4% | +11.1% | |
| Discretionary AUM | |||||
| Total AUM | $406.6M |
| Discretionary | $349.2M |
| Employees | 4 |
| Client Accounts | 877 |
| Client Range | 251-500 |
Address
110 W MAIN ST
BOISE ID 83702
Phone
(208) 314-2114
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$349M
85.9% of AUM
Non-Discretionary
$57M
14.1% of AUM
Disc. mix ▼ 1.7pp vs 1 year ago
No related registrations reported
| +13.1% /yrover 6 yrs · 28 filings |
Total AUM
$407M
| $349M |
| +14.1% |
| +13.9% |
| +11.9% |
| Non-Disc. AUM | $57M | +31.8% | +10.3% | +6.9% |
| Total Accounts | 877 | +0.2% | +9.8% | +11.1% |
| Avg Account Size | $463,589.564 | +16.1% | +3.3% | +0.0% |
| Employees | 4 | 0.0% | 0.0% | 4.4% |
| AUM / Employee | $102M | +16.3% | +13.4% | +16.2% |
Client AUM Segments | |||||
| Wealth AUM | $320M | +20.7% | +16.5% | +12.3% | |
| Institutional AUM | $87M | +2.6% | +4.2% | +7.4% | |
Client Count Segments | |||||
| HNW Clients | 171 | 1.2% | 0.8% | +6.6% | |
| Institutional | 26 | +4.0% | 2.4% | +6.5% | |
| Individuals | 113 | +44.9% | +15.7% | +15.1% | |