| As of Date | 09/07/2025 |
| Registration status | Terminated |
| ADV Location | SAN JOSE, CA, United States |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 178,793,537 18% |
| of that, discretionary | 178,793,537 18% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 374,829 -7% |
| % High Net Worth | 82.56% 0% |
| 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
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds