| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 01/02/2025 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 2,147,950,288 |
| of that, discretionary | 2,147,950,288 |
| Number of Employees | 17 6% |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 545,165 |
| % High Net Worth | 27.10% |
| SMA’s | No |
| Private Funds | 1 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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