| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 09/20/2019 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | (60 xxxxxxx |
| Websites |
| AUM* | 771,133,613 -26% |
| of that, discretionary | 771,133,613 -26% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 771,133,613 -26% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds