| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 12/14/2020 |
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| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 619 xxxxxxx |
| Websites |
| AUM* | 331,175,167 21% |
| of that, discretionary | 330,412,093 22% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 123,113 34% |
| % High Net Worth | 0.33% -87% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds