| As of Date | 03/28/2026 |
| Registration status | Terminated |
| ADV Location | IRVINE, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 184,694,061 -58% |
| of that, discretionary | 184,694,061 -58% |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,521,562 -31% |
| % High Net Worth | 44.44% 67% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 7 -22%
of those in investment advisory functions 4 -20%
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds