| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 09/11/2020 |
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| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 526,430,850 36% |
| of that, discretionary | 503,983,877 35% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,604,972 -19% |
| % High Net Worth | 79.41% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds