| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/04/2016 |
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| ADV Location | GREENVILLE, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 238,848,448 21% |
| of that, discretionary | 238,848,448 21% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 326,742 -18% |
| % High Net Worth | 61.45% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds