Adviser Profile

As of Date 07/30/2026
Registration status Terminated
ADV Location JUPITER, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 198,142,369 -13%
of that, discretionary 198,142,369 -13%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 243,718 121%
% High Net Worth 73.94% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

269M 231M 192M 154M 115M 77M 38M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary