| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 02/04/2022 |
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| Contact Info | 318 xxxxxxx |
| AUM* | 142,609,391 21% |
| of that, discretionary | 142,609,391 21% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,417,108 11% |
| % High Net Worth | 56.52% -6% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds