| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 10/04/2024 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| AUM* | 121,564,988 |
| of that, discretionary | 121,564,988 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,391,247 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds