| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 04/23/2021 |
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| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 342,000,000 23% |
| of that, discretionary | 307,000,000 31% |
| Number of Employees | 6 -25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 509,687 3% |
| % High Net Worth | 88.47% 21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds