| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 12/02/2019 |
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| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 10,647,764 -3% |
| of that, discretionary | 10,647,764 -11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,323,882 -56% |
| % High Net Worth | 33.33% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds