| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 04/16/2021 |
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| ADV Location | PLANTATION, FL, United States |
| Contact Info | (75 xxxxxxx |
| Websites |
| AUM* | 140,515,766 13% |
| of that, discretionary | 140,455,259 14% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 930,568 29% |
| % High Net Worth | 20.00% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds