| As of Date | 02/16/2026 |
| Registration | SEC, Approved, 02/05/2025 |
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| ADV Location | BAKERSFIELD, CA, United States |
| Contact Info | 661 xxxxxxx |
| Websites |
| AUM* | 173,629,593 -7% |
| of that, discretionary | 173,629,593 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,866 |
| % High Net Worth | 30.41% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds