Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 02/19/2021
Other registrations (2)
Contact Info 415 xxxxxxx
Websites
AUM* 193,088,005 65%
of that, discretionary 193,088,005 112%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,582,689 110%
% High Net Worth 76.19% 66%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

193M 166M 138M 110M 83M 55M 28M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary