| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 04/09/2021 |
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| Contact Info | 386 xxxxxxx |
| Websites |
| AUM* | 303,874,000 43% |
| of that, discretionary | 303,874,000 43% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,617,548 -11% |
| % High Net Worth | 11.11% -36% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds