| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/10/2025 |
|
|
|
| ADV Location | WESLEY CHAPEL, FL, United States |
| Contact Info | 813 xxxxxxx |
| AUM* | 517,721,858 358% |
| of that, discretionary | 517,721,858 358% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 258,860,929 26700% |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for businesses
- A percentage of assets under your management
No private funds