| As of Date | 01/20/2026 |
| Registration | SEC, Approved, 08/29/2019 |
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| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 127,495,217 4% |
| of that, discretionary | 120,047,000 2% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,897,619 23% |
| % High Net Worth | 65.91% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds