| As of Date | 05/02/2026 |
| Registration | SEC, Approved, 03/30/2022 |
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| ADV Location | WILMINGTON, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 98,764,106 -15% |
| of that, discretionary | 68,725,010 -41% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 759,724 -74% |
| % High Net Worth | 56.86% 79% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
No private funds