| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 12/02/2024 |
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| ADV Location | SACRAMENTO, CA, United States |
| Contact Info | 628 xxxxxxx |
| Websites |
| AUM* | 122,651,621 604% |
| of that, discretionary | 122,651,621 100% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 851,747 -90% |
| % High Net Worth | 1.23% -88% |
| SMA’s | No |
| Private Funds | 0 |
- 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
- Fixed fees (other than subscription fees)
No private funds