| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 11/15/2019 |
| ADV Location | HAWTHORNE, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 28,324,971 176% |
| of that, discretionary | 28,324,971 176% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 382,770 12% |
| % High Net Worth | 18.03% -41% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds