Adviser Profile
| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 03/18/2025 |
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| Former registrations | |
| Contact Info | 425 xxxxxxx |
| AUM* | 124,332,994 9% |
| of that, discretionary | 124,332,994 9% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 410,340 10% |
| % High Net Worth | 48.04% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
124M
107M
89M
71M
53M
36M
18M
2025
2026
Private Funds
No private funds