Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 09/29/2023
Other registrations (2)
Contact Info 615 xxxxxxx
Websites
AUM* 169,575,000 23%
of that, discretionary 169,575,000 23%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 382,788 -3%
% High Net Worth 20.18% -13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

170M 145M 121M 97M 73M 48M 24M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary