| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 01/03/2025 |
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| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 348,143,481 105% |
| of that, discretionary | 348,143,481 105% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,365,269 45% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds