Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 02/27/2025 |
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| Former registrations | |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 154,906,138 18% |
| of that, discretionary | 154,906,138 18% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 478,105 32% |
| % High Net Worth | 36.30% 63% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
155M
133M
111M
89M
66M
44M
22M
2025
2026
Private Funds
No private funds