| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 03/16/2018 |
|
|
|
| ADV Location | THOUSAND OAKS, CA, United States |
| Contact Info | (88 xxxxxxx |
| Websites |
| AUM* | 198,427,826 32% |
| of that, discretionary | 198,427,826 33% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,007,248 23% |
| % High Net Worth | 50.52% 16% |
| 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
No private funds