Adviser Profile
| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 03/18/2025 |
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| Former registrations | |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 147,032,517 33% |
| of that, discretionary | 142,273,065 29% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 525,116 18% |
| % High Net Worth | 47.53% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
142M
122M
102M
81M
61M
41M
20M
2025
2026
Private Funds
No private funds