Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/13/2019
Contact Info +13 xxxxxxx
Websites
AUM* 1,580,000 -90%
of that, discretionary 1,580,000 -90%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 121,538 -60%
% High Net Worth 28.57% 112%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

16M 14M 11M 9M 7M 5M 2M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary