Adviser Profile
| As of Date | 04/22/2026 |
| Registration | SEC, Approved, 02/18/2025 |
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| Former registrations | |
| ADV Location | TEMPE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 150,319,761 29% |
| of that, discretionary | 150,319,761 29% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 352,037 3% |
| % High Net Worth | 16.44% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
150M
129M
107M
86M
64M
43M
21M
2025
2026
Private Funds
No private funds