| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 06/19/2020 |
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| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 24,000,000 4% |
| of that, discretionary | 24,000,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 240,000 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
No private funds