Adviser Profile

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

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

265M 227M 189M 151M 113M 76M 38M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary