| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/13/2021 |
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| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 366,734,230 102% |
| of that, discretionary | 366,734,230 102% |
| Number of Employees | 20 43% |
| of those in investment advisory functions | 10 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 96,004 -39% |
| % High Net Worth | 14.56% -3% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds