Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 10/01/2024 |
|
|
|
| Former registrations | |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 214,650,000 59% |
| of that, discretionary | 211,846,000 56% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 606,356 27% |
| % High Net Worth | 98.78% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
212M
182M
151M
121M
91M
61M
30M
2024
2025
2026
Private Funds
No private funds