| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 06/15/2018 |
| ADV Location | JUPITER, FL, United States |
| Contact Info | (56 xxxxxxx |
| Websites |
| AUM* | 608,135,699 30% |
| of that, discretionary | 560,014,390 36% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,305,085 12% |
| % High Net Worth | 71.20% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds