| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 05/20/2021 |
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| ADV Location | NAPLES, FL, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 237,261,430 19% |
| of that, discretionary | 237,261,430 19% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 271,466 -6% |
| % High Net Worth | 87.64% 6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds