Adviser Profile
| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 11/04/2024 |
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| Former registrations | |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 145,000,000 12% |
| of that, discretionary | 145,000,000 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 383,598 35% |
| % High Net Worth | 5.06% -49% |
| 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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
145M
124M
104M
83M
62M
41M
21M
2024
2025
Private Funds
No private funds