| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 05/27/2022 |
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| ADV Location | FRISCO, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 134,576,609 14% |
| of that, discretionary | 134,576,609 14% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,059,658 9% |
| % High Net Worth | 70.00% -3% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds