Adviser Profile

As of Date 02/10/2024
Registration status Terminated
ADV Location PALO ALTO, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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