| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 11/06/2020 |
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| ADV Location | NORTH PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 229,982,481 31% |
| of that, discretionary | 229,982,481 31% |
| Number of Employees | 7 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 416,635 10% |
| % High Net Worth | 19.81% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds