| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/21/2021 |
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| Contact Info | 185 xxxxxxx |
| Websites |
| AUM* | 238,930,000 74% |
| of that, discretionary | 238,930,000 74% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 944,387 -21% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
No private funds