| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 09/12/2019 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 563,886,399 14% |
| of that, discretionary | 563,886,399 17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 629,337 -3% |
| % High Net Worth | 60.32% 31% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds