| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 03/28/2022 |
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| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 181,543,478 -2% |
| of that, discretionary | 181,543,478 1512% |
| Number of Employees | 21 75% |
| of those in investment advisory functions | 11 38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 151,792 -16% |
| % High Net Worth | 12.12% -6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds