| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 04/04/2018 |
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| ADV Location | SAN RAFAEL, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 366,404,410 34% |
| of that, discretionary | 365,778,619 35% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 435,677 24% |
| % High Net Worth | 44.48% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds