| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 11/07/2024 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 365,605,247 94% |
| of that, discretionary | 170,099,754 -10% |
| Number of Employees | 9 200% |
| of those in investment advisory functions | 8 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,549,566 -83% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds