| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/25/2024 |
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| Contact Info | 1 ( xxxxxxx |
| Websites |
| AUM* | 26,244,103 10363% |
| of that, discretionary | 26,244,103 10363% |
| Number of Employees | 6 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 814 -96% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds