Adviser Profile
| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 10/17/2024 |
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| Former registrations | |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 349,553,158 82% |
| of that, discretionary | 349,553,158 497% |
| Number of Employees | 12 |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 330,079 39% |
| % High Net Worth | 15.12% -75% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
350M
300M
250M
200M
150M
100M
50M
2024
2025
2026
Private Funds
No private funds