| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/27/2024 |
|
|
|
| ADV Location | WESTLAKE VILLAGE, CA, United States |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 186,079,681 84% |
| of that, discretionary | 186,079,681 84% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 6 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 536,253 18% |
| % High Net Worth | 63.58% -30% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds