| Total AUM | $172.4M |
| Discretionary | $172.4M100% of AUM |
| Client Accounts | 959 |
| Avg Account Size | $180K |
| Employees | 5 |
| Peak AUM | $172.4MMar 2026 |
| AUM CAGR | +3.5% /yrover 5 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $172M | +5.4% | +9.3% | +3.5% | |
| Discretionary AUM | |||||
| Total AUM | $172.4M |
| Discretionary | $172.4M |
| Employees | 5 |
| Client Accounts | 959 |
| Client Range | 1-10 |
Address
496 MAIN STREET
PLACERVILLE CA 95667
Phone
530-621-1111
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$172M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$172M
| $172M |
| +5.4% |
| +9.3% |
| +3.5% |
| Total Accounts | 959 | +10.2% | +2.4% | +4.8% |
| Avg Account Size | $179,748.068 | 4.4% | +6.7% | 1.3% |
| Employees | 5 | +25.0% | 5.7% | 3.6% |
| AUM / Employee | $34M | 15.7% | +16.0% | +7.4% |
Client AUM Segments | |||||
| Wealth AUM | $166M | +3.9% | +9.6% | +3.2% | |
| Institutional AUM | $7M | +63.9% | +3.9% | +12.6% | |
Client Count Segments | |||||
| HNW Clients | 343 | +0.6% | 1.1% | +2.9% | |
| Institutional | 7 | 0.0% | 0.0% | +12.1% | |
| Individuals | 47 | 4.1% | +22.7% | +5.0% | |