| As of Date | 09/27/2026 |
| Registration | SEC, Approved, 03/04/2025 |
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| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 2,510,504,102 2193% |
| of that, discretionary | 2,510,504,102 2193% |
| Number of Employees | 25 525% |
| of those in investment advisory functions | 22 450% |
| Private Fund GAV* | 0 |
| Avg Account Size | 528,973 -71% |
| % High Net Worth | 8.73% -72% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds