| As of Date | 03/08/2026 |
| Registration | SEC, Approved, 11/07/2022 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 617,000,348 31% |
| of that, discretionary | 617,000,348 31% |
| Number of Employees | 6 -33% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 594,986 -1% |
| % High Net Worth | 32.36% -3% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds