| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 09/16/2022 |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 264,788,168 25% |
| of that, discretionary | 283,978 119% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,903,485 -63% |
| % High Net Worth | 4.88% -22% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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)
- Performance-based fees
No private funds