Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 06/11/2021
ADV Location EL PASO, TX, United States
Contact Info 1-9 xxxxxxx
AUM* 34,320,231 10%
of that, discretionary 34,320,231 10%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 3,813,359 10%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

34M 29M 25M 20M 15M 10M 5M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary