Adviser Profile
| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 04/02/2025 |
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| Former registrations | |
| ADV Location | VENICE, FL, United States |
| Contact Info | 941 xxxxxxx |
| AUM* | 158,910,267 19% |
| of that, discretionary | 158,910,267 23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 124,636 -17% |
| % High Net Worth | 10.50% 61% |
| 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
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
159M
136M
114M
91M
68M
45M
23M
2025
2026
Private Funds
No private funds