Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 12/18/2024 |
|
|
|
| Former registrations | |
| ADV Location | PASADENA, CA, United States |
| Contact Info | (62 xxxxxxx |
| Websites |
| AUM* | 298,313,852 56% |
| of that, discretionary | 152,289,947 98% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,852,881 24% |
| % High Net Worth | 72.67% -9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- 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
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
152M
131M
109M
87M
65M
44M
22M
2024
2025
2026
Private Funds
No private funds