| As of Date | 04/10/2026 |
| Registration | SEC, Approved, 11/26/2024 |
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| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 125,219,049 |
| of that, discretionary | 125,219,049 100% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 286,542 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Investment companies
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds