{{ Info.Overview }}
Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 08/30/2024 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 231,360,969 77% |
| of that, discretionary | 231,360,969 77% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 579,852 16% |
| % High Net Worth | 33.49% -7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
231M
198M
165M
132M
99M
66M
33M
2024
2025
2026
Private Funds
No private funds