| As of Date | 04/20/2026 |
| Registration | SEC, Approved, 06/08/2016 |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 419,136,366 52% |
| of that, discretionary | 419,136,366 52% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,420,801 16% |
| % High Net Worth | 45.61% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds