| As of Date | 05/18/2026 |
| Registration | SEC, Approved, 05/13/2025 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 52,430 |
| of that, discretionary | 52,430 100% |
| Number of Employees | 26 271% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,738 |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds