| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 09/18/2019 |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 785 xxxxxxx |
| Websites |
| AUM* | 866,631,010 22% |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,467,170 2% |
| % High Net Worth | 98.57% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds