| As of Date | 01/21/2026 |
| Registration | SEC, Approved, 10/31/2019 |
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| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 362,919,669 42% |
| of that, discretionary | 6,619,638 63% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 736,145 -41% |
| % High Net Worth | 30.60% -20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds