Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 01/06/2025 |
|
|
|
| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 167,287,297 15% |
| of that, discretionary | 137,631,600 13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 534,464 -6% |
| % High Net Worth | 47.47% 21% |
| 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
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
138M
118M
98M
79M
59M
39M
20M
2024
2025
2026
Private Funds
No private funds