| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/12/2016 |
| ADV Location | NEW TERRITORIES, Hong Kong |
| Contact Info | +85 xxxxxxx |
| AUM* | 18,916,505 193% |
| of that, discretionary | 18,916,505 193% |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,458,253 47% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds