Adviser Profile
| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 05/01/2025 |
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| Former registrations | |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 314 xxxxxxx |
| AUM* | 110,135,315 0% |
| of that, discretionary | 110,135,315 0% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,101,353 -75% |
| % High Net Worth | 53.13% -26% |
| 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
- Other investment advisers
- 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
- Fixed fees (other than subscription fees)
Reported AUM
110M
94M
79M
63M
47M
31M
16M
2025
2026
Private Funds
No private funds