| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/02/2020 |
| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 35,003,327 -43% |
| of that, discretionary | 35,003,327 -43% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 35,003,327 -43% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds