| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 08/16/2024 |
|
|
|
| ADV Location | TEMPE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 143,208,495 43% |
| of that, discretionary | 143,208,495 43% |
| Number of Employees | 19 46% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 169,277 13% |
| % High Net Worth | 7.65% -8% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds