| As of Date | 03/22/2024 |
| Registration | SEC, Approved, 02/02/2018 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 469 xxxxxxx |
| Websites |
| AUM* | 210,416,293 |
| of that, discretionary | 210,416,293 20% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 70,138,764 61% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds