| As of Date | 08/12/2026 |
| Registration | SEC, Approved, 09/01/1976 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 1,155,091,616 16% |
| of that, discretionary | 1,155,091,616 16% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,427,802 6% |
| % High Net Worth | 87.64% -3% |
| 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
- A percentage of assets under your management
No private funds