| As of Date | 06/22/2026 |
| Registration | SEC, Approved, 10/01/2018 |
| ADV Location | SIMI VALLEY, CA, United States |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 1,035,072,002 |
| of that, discretionary | 1,035,072,002 |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,000,348 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds