Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 10/22/2021
ADV Location MIAMI, FL, United States
Contact Info +1 xxxxxxx
Websites
AUM* 2,028,274,973 24%
of that, discretionary 597,461,943 33%
Number of Employees 11 -21%
of those in investment advisory functions 10 -17%
Private Fund GAV* 0
Avg Account Size 24,146,131 5%
% High Net Worth 67.86% 5%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 818M 613M 409M 204M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary