| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 02/19/2021 |
| ADV Location | INDIALANTIC, FL, United States |
| Contact Info | (32 xxxxxxx |
| Websites |
| AUM* | 107,918,714 0% |
| of that, discretionary | 107,918,714 0% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,605 12% |
| % High Net Worth | 39.24% -25% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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