| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 12/12/2019 |
| ADV Location | GREENSBORO, NC, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 340,457,862 56% |
| of that, discretionary | 340,457,862 56% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 170,228,931 56% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds