| Total AUM | $616.7M |
| Discretionary | $616.7M100% of AUM |
| Client Accounts | 2,746 |
| Avg Account Size | $225K |
| Employees | 35 |
| Peak AUM | $616.7MMar 2026 |
Total AUM
$617M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $617M | +30.6% | +29.3% | — | |
| Discretionary AUM | $617M | ||||
| Total AUM | $616.7M |
| Discretionary | $616.7M |
| Employees | 35 |
| Client Accounts | 2746 |
| Client Range | 0 |
Address
2 PARK PLAZA
IRVINE CA 92614
Phone
949-682-9105
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$617M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +30.6% |
| +29.3% |
| — |
| Total Accounts | 3k | +20.8% | +17.2% | — |
| Avg Account Size | $224,593.308 | +8.1% | +10.4% | — |
| Employees | 35 | +29.6% | +57.2% | +33.8% |
| AUM / Employee | $18M | +0.8% | 17.8% | — |
Client AUM Segments | |||||
| Wealth AUM | $615M | +35.4% | +30.1% | — | |
| Institutional AUM | $1M | 92.3% | 38.4% | — | |
Client Count Segments | |||||
| HNW Clients | 3k | +24.2% | +17.8% | — | |
| Institutional | 10 | 58.3% | 27.3% | — | |
| Individuals | 87 | 25.0% | +13.8% | — | |