Adviser Profile

As of Date 03/28/2026
Registration SEC, Approved, 11/14/2022
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 142,776
of that, discretionary 142,776 100%
Number of Employees 10
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 28,555
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

143K 122K 102K 82K 61K 41K 20K
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary