| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 05/28/2021 |
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| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 160,927,748 22% |
| of that, discretionary | 160,927,748 22% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 792,748 11% |
| % High Net Worth | 75.37% 8% |
| SMA’s | No |
| 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
- A percentage of assets under your management
No private funds