| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 07/03/2024 |
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| ADV Location | SOUTH MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 259,800,631 -10% |
| of that, discretionary | 258,951,837 -10% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 550,425 -6% |
| % High Net Worth | 41.52% -8% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds