Adviser Profile
| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 11/12/2024 |
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| Former registrations | |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 151,302,065 41% |
| of that, discretionary | 151,302,065 41% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 298,426 7% |
| % High Net Worth | 64.47% 25% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
151M
130M
108M
86M
65M
43M
22M
2024
2025
2026
Private Funds
No private funds