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Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 11/09/2023
Other registrations (2)
ADV Location SAN DIEGO, CA, United States
Contact Info 619 xxxxxxx
Websites
AUM* 274,126,360 31%
of that, discretionary 274,126,360 31%
Number of Employees 6 100%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 314,726 8%
% High Net Worth 36.09% 23%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

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
- Fixed fees (other than subscription fees)

Reported AUM

274M 235M 196M 157M 117M 78M 39M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary