| As of Date | 07/22/2026 |
| Registration | SEC, Approved, 03/11/2022 |
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| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 223,936,259 99% |
| of that, discretionary | 203,058,086 80% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 817,286 -4% |
| % High Net Worth | 53.13% -38% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds