| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 09/22/2016 |
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 14,937,019 -2% |
| of that, discretionary | 14,937,019 20% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,937,019 20% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds