Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 02/27/2025
Other registrations (1)
ADV Location AVENTURA, FL, United States
Contact Info 917 xxxxxxx
Websites
AUM* 353,485 14853%
of that, discretionary 353,485 14853%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,543 3558%
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

353K 303K 252K 202K 151K 101K 50K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees