| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 03/28/2024 |
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| ADV Location | SEAL BEACH, CA, United States |
| Contact Info | (56 xxxxxxx |
| Websites |
| AUM* | 200,987,737 76% |
| of that, discretionary | 200,987,737 76% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 307,791 11% |
| % High Net Worth | 39.31% -56% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds