| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 06/27/2022 |
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| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 258,694,487 49% |
| of that, discretionary | 258,694,487 49% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,800 25% |
| % High Net Worth | 15.06% 2% |
| 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
- A percentage of assets under your management
No private funds