| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 10/18/2024 |
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| ADV Location | DOWNEY, CA, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 517,315,000 |
| of that, discretionary | 517,315,000 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 170,562 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
- Commissions
No private funds