| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 11/10/2016 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 495,627,896 24% |
| of that, discretionary | 57,175,314 -14% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,118,863 7% |
| % High Net Worth | 53.06% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds