| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 06/28/2024 |
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| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 167,043,756 19% |
| of that, discretionary | 167,043,756 19% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,238 26% |
| % High Net Worth | 28.45% 190% |
| 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
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds