| As of Date | 07/06/2026 |
| Registration | SEC, Approved, 11/05/2024 |
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| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 116,800,554 111% |
| of that, discretionary | 116,800,554 111% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,856 -21% |
| % High Net Worth | 16.62% -57% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
No private funds