Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 04/11/2024 |
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| Former registrations | |
| ADV Location | EL SEGUNDO, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 271,000,000 131% |
| of that, discretionary | 271,000,000 131% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,945,652 -35% |
| % High Net Worth | 38.04% -50% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
271M
232M
194M
155M
116M
77M
39M
2024
2025
2026
Private Funds
No private funds