| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 05/01/2025 |
|
|
|
| Contact Info | 360 xxxxxxx |
| Websites |
| AUM* | 166,100,780 |
| of that, discretionary | 166,100,780 100% |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 175,954 |
| % High Net Worth | 13.30% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds