Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/04/2025 |
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| Former registrations | |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 72,204,280 36% |
| of that, discretionary | 64,145,255 37% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 269,419 6% |
| % High Net Worth | 56.25% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized 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
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
64M
55M
46M
37M
27M
18M
9M
2025
2026
Private Funds
No private funds