Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 09/25/2023
Other registrations (2)
Contact Info (80 xxxxxxx
Websites
AUM* 146,661,730 17%
of that, discretionary 146,661,730 46%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,242,896 14%
% High Net Worth 64.71% -16%
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

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

147M 126M 105M 84M 63M 42M 21M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary