| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 02/22/2024 |
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| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 748,375,338 226% |
| of that, discretionary | 748,375,338 227% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,742,120 138% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds