Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 07/19/2024
Other registrations (1)
Contact Info 630 xxxxxxx
Websites
AUM* 0 -100%
of that, discretionary 0 -100%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

100 86 71 57 43 29 14
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees