| As of Date | 01/21/2026 |
| Registration | SEC, Approved, 02/22/2018 |
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| Contact Info | 315 xxxxxxx |
| AUM* | 89,485,313 67% |
| of that, discretionary | 84,120,252 72% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 688,349 36% |
| % High Net Worth | 53.16% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds