| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 02/03/2016 |
| ADV Location | CENTURY CITY, CA, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 351,082,807 18% |
| of that, discretionary | 351,082,807 18% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 560,835 11% |
| % High Net Worth | 41.95% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$13,020,538 | % Position6.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$11,712,000 | % Position5.00% | $ Change23.00% | # Change-39.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$10,330,497 | % Position5.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker56585A102 | Stock NameMARATHON PETE CORP | $ Position$9,384,367 | % Position4.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$9,143,087 | % Position4.00% | $ Change51.00% | # Change-29.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$8,637,592 | % Position4.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$8,651,148 | % Position4.00% | $ Change9.00% | # Change-5.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$7,991,257 | % Position4.00% | $ Change-10.00% | # Change-1.00% |
| Stck Ticker94106L109 | Stock NameWASTE MGMT INC DEL | $ Position$6,127,640 | % Position3.00% | $ Change-4.00% | # Change-1.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$6,852,087 | % Position3.00% | $ Change12.00% | # Change-1.00% |