Adviser Profile
| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 09/17/2024 |
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| Former registrations | |
| ADV Location | ORINDA, CA, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 2 -100% |
| of that, discretionary | 2 -100% |
| Number of Employees | 12 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2 -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Related adviser
Client Types
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
96M
82M
69M
55M
41M
27M
14M
2024
2025
2026
Private Funds
No private funds