| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 06/03/2016 |
| Contact Info | 813 xxxxxxx |
| AUM* | 111,700,000 0% |
| of that, discretionary | 111,700,000 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,957,143 0% |
| % High Net Worth | 66.67% -33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds