Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/19/2025 |
|
|
|
| Former registrations | |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 68,013,090 145% |
| of that, discretionary | 68,013,090 145% |
| Number of Employees | 1 -86% |
| of those in investment advisory functions | 1 -75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 50,946 -25% |
| % High Net Worth | 6.07% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Multi-state adviser
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
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
68M
58M
49M
39M
29M
19M
10M
2024
2025
2026
Private Funds
No private funds