| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 07/29/2021 |
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| Contact Info | 504 xxxxxxx |
| Websites |
| AUM* | 462,823,281 77% |
| of that, discretionary | 462,823,281 77% |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 751,336 33% |
| % High Net Worth | 35.52% -16% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds