| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 11/01/2024 |
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| ADV Location | CLEARWATER, FL, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 2,079,652,688 597% |
| of that, discretionary | 2,074,163,115 595% |
| Number of Employees | 24 118% |
| of those in investment advisory functions | 13 333% |
| Private Fund GAV* | 0 |
| Avg Account Size | 778,313 37% |
| % High Net Worth | 47.34% -25% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds