| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 06/22/2020 |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 269 -56% |
| of that, discretionary | 269 -56% |
| Number of Employees | 12 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 54 272% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date11/29/2023 | Form ADV-E View Report |