| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/13/2022 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 188,503,783 58% |
| of that, discretionary | 18,005,668 41% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,500,291 143% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds