| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 04/03/2024 |
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| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 159,130,515 37% |
| of that, discretionary | 133,333,467 44% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 355,997 17% |
| % High Net Worth | 44.14% 26% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds