| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 03/28/2017 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 60 -39% |
| of those in investment advisory functions | 27 -25% |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464288513 | Stock NameiShares Tr | $ Position$13,762,917 | % Position10.00% | $ Change750.00% | # Change746.00% |
| Stck Ticker78468R622 | Stock NameSPDR Series Trust | $ Position$12,908,569 | % Position9.00% | $ Change | # Change |
| Stck Ticker464288281 | Stock NameiShares Tr | $ Position$10,379,837 | % Position8.00% | $ Change | # Change |
| Stck Ticker464287226 | Stock NameiShares Tr | $ Position$9,673,711 | % Position7.00% | $ Change | # Change |
| Stck Ticker92206C870 | Stock NameVanguard Scottsdale Fds | $ Position$8,925,456 | % Position7.00% | $ Change | # Change |
| Stck Ticker78468R408 | Stock NameSPDR Series Trust | $ Position$8,191,919 | % Position6.00% | $ Change | # Change |
| Stck Ticker464287242 | Stock NameiShares Tr | $ Position$7,726,192 | % Position6.00% | $ Change | # Change |
| Stck Ticker921937835 | Stock NameVanguard BD Index FDS | $ Position$7,250,926 | % Position5.00% | $ Change | # Change |
| Stck Ticker464287176 | Stock NameiShares Tr | $ Position$4,812,841 | % Position4.00% | $ Change | # Change |
| Stck Ticker464287440 | Stock NameiShares Tr | $ Position$5,449,975 | % Position4.00% | $ Change | # Change |