| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 03/10/2020 |
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| ADV Location | LARKSPUR, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 117,158,000 7% |
| of that, discretionary | 117,158,000 8% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 504,991 4% |
| % High Net Worth | 44.17% 25% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds