| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 02/01/2024 |
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| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 226,439,964 126% |
| of that, discretionary | 222,993,597 122% |
| Number of Employees | 11 57% |
| of those in investment advisory functions | 3 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,434,838 -39% |
| % High Net Worth | 73.33% -8% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds