| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 11/04/2024 |
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| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 213,655,374 3% |
| of that, discretionary | 204,859,734 2% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 731,696 -2% |
| % High Net Worth | 47.25% -9% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds