| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 04/09/2021 |
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| Contact Info | 501 xxxxxxx |
| Websites |
| AUM* | 10,336,461 |
| of that, discretionary | 10,336,461 |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,445,487 |
| SMA’s | Yes |
| Private Funds | 0 |
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds