| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 04/24/2017 |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 256,000,000 69% |
| of that, discretionary | 256,000,000 69% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 644,836 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds