| As of Date | 05/22/2026 |
| Registration | SEC, Approved, 03/08/2024 |
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| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 134,254,207 27% |
| of that, discretionary | 10,111,922 -35% |
| Number of Employees | 23 -4% |
| of those in investment advisory functions | 19 -5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 750,024 14% |
| % High Net Worth | 20.67% 1% |
| 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
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds