| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 01/25/2020 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 914,547 592% |
| of that, discretionary | 914,547 593% |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,242 789% |
| % High Net Worth | 21.67% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds