| As of Date | 11/12/2023 |
| Registration status | Terminated |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 131,128,157 -23% |
| of that, discretionary | 131,128,157 -23% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,556,408 35% |
| % 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
- Portfolio management for businesses
- A percentage of assets under your management
No private funds