| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 04/18/2024 |
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| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 189,834,639 44% |
| of that, discretionary | 189,834,639 45% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,167 -11% |
| % High Net Worth | 9.93% -29% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds