Adviser Profile
| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 04/07/2025 |
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| Former registrations | |
| ADV Location | WINTER HAVEN, FL, United States |
| Contact Info | 863 xxxxxxx |
| Websites |
| AUM* | 109,309,178 8% |
| of that, discretionary | 106,453,854 8% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 208,208 62% |
| % High Net Worth | 5.53% 148% |
| 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
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
106M
91M
76M
61M
46M
30M
15M
2025
2026
Private Funds
No private funds