| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 10/24/2024 |
| ADV Location | ORINDA, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 2,500,000 |
| of that, discretionary | 2,500,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,500 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds