| As of Date | 09/05/2026 |
| Registration | SEC, Approved, 09/08/2017 |
| ADV Location | SIMI VALLEY, CA, United States |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 792,570,644 |
| of that, discretionary | 442,225,559 |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,096,697 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds