| 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$1,619,046 | % Position15.00% | $ Change-89.00% | # Change-89.00% |
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$1,061,399 | % Position10.00% | $ Change | # Change |
| Stck Ticker91324P102 | Stock NameUNITEDHEALTH GROUP INC | $ Position$770,911 | % Position7.00% | $ Change | # Change |
| Stck Ticker20030N101 | Stock NameCOMCAST CORP NEW | $ Position$758,317 | % Position7.00% | $ Change | # Change |
| Stck Ticker254687106 | Stock NameDISNEY WALT CO | $ Position$769,402 | % Position7.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$766,622 | % Position7.00% | $ Change | # Change |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$763,366 | % Position7.00% | $ Change | # Change |
| Stck Ticker464287432 | Stock NameiShares Tr | $ Position$665,779 | % Position6.00% | $ Change-56.00% | # Change-56.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$648,678 | % Position6.00% | $ Change | # Change |
| Stck Ticker097023105 | Stock NameBOEING CO | $ Position$513,696 | % Position5.00% | $ Change | # Change |