Adviser Profile
| As of Date | 03/31/2022 |
| Registration status | Terminated |
| ADV Location | HUNTINGTON BEACH, CA, United States |
| Contact Info | (88 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 -100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| % High Net Worth | 32.76% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
41M
35M
29M
23M
17M
12M
6M
2021
2022
Private Funds
No private funds