| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 04/03/2017 |
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| ADV Location | SAN MATEO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 293,473,879 24% |
| of that, discretionary | 293,473,879 24% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 646,418 33% |
| % High Net Worth | 31.34% 19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds