| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 01/08/2021 |
| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 172,207,939 30% |
| of that, discretionary | 172,207,939 30% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,001,209 10% |
| % High Net Worth | 11.63% -11% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds