| As of Date | 06/03/2026 |
| Registration | SEC, Approved, 09/07/2016 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 53,077,941 12% |
| of that, discretionary | 47,835,012 1% |
| Number of Employees | 11 -27% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,294 -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds