Adviser Profile

As of Date 02/12/2026
Registration SEC, Approved, 02/21/2025
Other registrations (1)
Contact Info 518 xxxxxxx
Websites
AUM* 1,500 150%
of that, discretionary 1,500 150%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 150 -50%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

2K 1K 1K 857 643 429 214
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees