| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 08/22/2024 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 3,600 260% |
| of that, discretionary | 3,600 260% |
| Number of Employees | 1 -67% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 327 -35% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds