| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 11/22/2024 |
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| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 490,100 436% |
| of that, discretionary | 490,100 436% |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,126 630% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds