| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 06/03/2019 |
|
|
|
| ADV Location | COCONUT CREEK, FL, United States |
| Contact Info | 754 xxxxxxx |
| Websites |
| AUM* | 261,408,410 31% |
| of that, discretionary | 261,408,410 31% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,117,130 5% |
| % High Net Worth | 62.90% 33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds