Adviser Profile
| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 03/31/2025 |
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| Former registrations | |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 141,926,313 23% |
| of that, discretionary | 137,895,973 24% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 354,816 28% |
| % High Net Worth | 23.56% -16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
138M
118M
98M
79M
59M
39M
20M
2025
2026
Private Funds
No private funds