| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 02/02/2024 |
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| ADV Location | TUCSON, AZ, United States |
| Contact Info | 520 xxxxxxx |
| Websites |
| AUM* | 343,547,948 27% |
| of that, discretionary | 343,547,948 27% |
| Number of Employees | 7 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 491,485 14% |
| % High Net Worth | 47.15% -2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds