| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 10/18/2021 |
| ADV Location | COPPELL, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 716,585,273 17% |
| of that, discretionary | 716,585,273 17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 244,819 8% |
| % High Net Worth | 8.59% -60% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds