Adviser Profile

As of Date 06/11/2026
Registration SEC, Approved, 03/27/2025
Other registrations (1)
ADV Location TALLAHASSEE, FL, United States
Contact Info 850 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees