Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 04/15/2022
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 1,116,208,521 -16%
of that, discretionary 0
Number of Employees 17 -6%
of those in investment advisory functions 7 17%
Private Fund GAV* 0
Avg Account Size 4,593,451 -66%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 946M 756M 567M 378M 189M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary