Adviser Profile

As of Date 08/14/2026
Registration SEC, Approved, 12/04/2023
Contact Info 347 xxxxxxx
Websites
AUM* 663,433
of that, discretionary 663,433 100%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 221,144
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

637K 546K 455K 364K 273K 182K 91K
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary