| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 01/08/2025 |
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| ADV Location | IRVINE, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 662,439,902 |
| of that, discretionary | 662,439,902 100% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 801,985 |
| % High Net Worth | 44.70% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds