| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 11/09/2023 |
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| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 1,036,227 |
| of that, discretionary | 1,036,227 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,036,227 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds