| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 06/19/2020 |
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| ADV Location | LAKE FOREST, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 572,374,007 52% |
| of that, discretionary | 146,508,664 9% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 728,211 48% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds