Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 11/02/2018
Contact Info 347 xxxxxxx
Websites
AUM* 362,700 -1%
of that, discretionary 361,000 -1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,495 -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

384K 329K 274K 219K 165K 110K 55K
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary