| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 06/01/2018 |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 283,430,027 10% |
| of that, discretionary | 278,821,191 10% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 793,922 12% |
| % High Net Worth | 50.86% 5% |
| 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
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds