| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 03/01/2019 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 353,171,275 6% |
| of that, discretionary | 142,550,028 -12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,825,370 3% |
| % High Net Worth | 32.80% -32% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
- A percentage of assets under your management
- Performance-based fees
No private funds