| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/11/2024 |
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| Contact Info | 360 xxxxxxx |
| Websites |
| AUM* | 167,807,536 15% |
| of that, discretionary | 0 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,712,322 -3% |
| % High Net Worth | 51.02% 16% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds