Adviser Profile
| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 02/03/2025 |
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| Former registrations | |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 90,220,337 29% |
| of that, discretionary | 90,220,337 29% |
| Number of Employees | 6 -33% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,168 -31% |
| % High Net Worth | 92.65% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Multi-state adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
90M
77M
64M
52M
39M
26M
13M
2025
2026
Private Funds
No private funds