Adviser Profile
| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 05/05/2025 |
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| Former registrations | |
| Contact Info | 940 xxxxxxx |
| Websites |
| AUM* | 132,535,166 6% |
| of that, discretionary | 127,345,913 11% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 234,991 1% |
| % High Net Worth | 12.94% 23% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
127M
109M
91M
73M
55M
36M
18M
2025
2026
Private Funds
No private funds