| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 10/24/2022 |
| ADV Location | LAFAYETTE, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 435,000 74% |
| of that, discretionary | 0 |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,250 -71% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds