| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 05/01/2017 |
| ADV Location | WESTLAKE VILLAGE, CA, United States |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 249,526,000 12% |
| of that, discretionary | 249,526,000 12% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,020 15% |
| % High Net Worth | 31.56% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- 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