| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 04/01/2020 |
| ADV Location | WALNUT, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 203,450,744 21% |
| of that, discretionary | 203,450,744 21% |
| Number of Employees | 21 -38% |
| of those in investment advisory functions | 8 -27% |
| Private Fund GAV* | 0 |
| Avg Account Size | 50,862,686 21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds