Adviser Profile

As of Date 03/31/2026
Registration SEC, 120-Day Approval, 05/02/2025
Contact Info 571 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 1 -50%
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees