Adviser Profile
| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 09/16/2024 |
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| Former registrations | |
| ADV Location | GAITHERSBURG, MD, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 160,330,686 31% |
| of that, discretionary | 155,695,916 38% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 401,831 28% |
| % High Net Worth | 27.89% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
156M
133M
111M
89M
67M
44M
22M
2024
2025
2026
Private Funds
No private funds