Adviser Profile
| As of Date | 01/07/2026 |
| Registration | SEC, Approved, 02/14/2022 |
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| Former registrations | |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 165,588,618 20% |
| of that, discretionary | 50,916,297 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,268,337 10% |
| % High Net Worth | 60.00% 63% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
115M
98M
82M
66M
49M
33M
16M
2022
2023
2024
2025
2026
Private Funds
No private funds