Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 01/23/2017
Other registrations (8)
Contact Info 561 xxxxxxx
Websites
AUM* 35,314,242 93%
of that, discretionary 19,458,649 33%
Number of Employees 16 14%
of those in investment advisory functions 15 36%
Private Fund GAV* 0
Avg Account Size 330,040 39%
% High Net Worth 21.10% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

19M 17M 14M 11M 8M 6M 3M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary