| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 05/25/2022 |
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| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 196,182,788 46% |
| of that, discretionary | 196,182,788 46% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,154,016 285% |
| % High Net Worth | 68.82% 1% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds