| As of Date | 01/07/2026 |
| Registration | SEC, Approved, 05/03/2019 |
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| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 331,204,663 34% |
| of that, discretionary | 331,204,663 34% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 971,275 30% |
| % High Net Worth | 90.54% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds