| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 04/12/2024 |
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| Contact Info | 330 xxxxxxx |
| AUM* | 178,000,000 -2% |
| of that, discretionary | 178,000,000 -2% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 607,509 29% |
| % High Net Worth | 45.21% -20% |
| 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
- Selection of other advisers
- A percentage of assets under your management
No private funds