| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/05/2024 |
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| ADV Location | DIAMOND BAR, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 141,993,039 23% |
| of that, discretionary | 136,907,945 25% |
| Number of Employees | 12 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,361 15% |
| % High Net Worth | 5.81% 1% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds