| Total AUM | $165.8M |
| Discretionary | $152.9M92% of AUM |
| Non-Discretionary | $12.9M |
| Client Accounts | 423 |
| Avg Account Size | $392K |
| Employees | 3 |
| Peak AUM | $165.8MMar 2026 |
| AUM CAGR | +9.6% /yrover 5 yrs · 8 filings |
Total AUM
$166M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | +23.3% | +16.1% | +9.6% | |
| Discretionary AUM | $153M | ||||
| Total AUM | $165.8M |
| Discretionary | $152.9M |
| Employees | 3 |
| Client Accounts | 423 |
| Client Range | 0 |
Address
7373 E. DOUBLETREE RANCH RD.
SCOTTSDALE AZ 85258
Phone
602-212-1040
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$153M
92.2% of AUM
Non-Discretionary
$13M
7.8% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
| +23.2% |
| +16.2% |
| +8.1% |
| Non-Disc. AUM | $13M | +24.3% | +14.9% | +59.3% |
| Total Accounts | 423 | 1.4% | +0.6% | +1.8% |
| Avg Account Size | $391,863.17 | +25.1% | +15.4% | +7.7% |
| Employees | 3 | 0.0% | 0.0% | 13.8% |
| AUM / Employee | $55M | +23.3% | +16.1% | +27.2% |
Client AUM Segments | |||||
| Wealth AUM | $115M | +28.8% | +11.2% | +6.7% | |
| Institutional AUM | $50M | +12.3% | +32.0% | +18.7% | |
Client Count Segments | |||||
| HNW Clients | 45 | +18.4% | 5.3% | 0.5% | |
| Institutional | 27 | 3.6% | +5.5% | +11.9% | |
| Individuals | 44 | 4.3% | +11.2% | +7.1% | |