| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 02/04/2016 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 611,738,596 42% |
| of that, discretionary | 611,738,596 42% |
| Number of Employees | 39 22% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,338,572 1120% |
| % High Net Worth | 5.13% -22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds