| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 01/03/2025 |
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| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 195,353,027 22% |
| of that, discretionary | 65,792,320 83% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 128,184 -57% |
| % High Net Worth | 8.87% -1% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds