Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 11/06/2023
Other registrations (1)
ADV Location CORAL GABLES, FL, United States
Contact Info (30 xxxxxxx
Websites
AUM* 221,366,192 35%
of that, discretionary 140,757,951 39%
Number of Employees 7 40%
of those in investment advisory functions 6 50%
Private Fund GAV* 0
Avg Account Size 1,958,993 -2%
% High Net Worth 58.41% 26%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

141M 121M 101M 80M 60M 40M 20M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary