| As of Date | 03/22/2026 |
| Registration | SEC, Approved, 01/24/2017 |
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| ADV Location | ST. PETERSBURG, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 359,464,704 17% |
| of that, discretionary | 359,464,704 18% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,386 30% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds