| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 08/05/2020 |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 861,690,592 33% |
| of that, discretionary | 821,610,957 33% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 770,054 25% |
| % High Net Worth | 20.89% -29% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- 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