| As of Date | 04/24/2026 |
| Registration | SEC, Approved, 01/08/2021 |
| ADV Location | MARCO ISLAND, FL, United States |
| Contact Info | (21 xxxxxxx |
| AUM* | 299,750,855 32% |
| of that, discretionary | 299,750,855 32% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,410,775 50% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds