Adviser Profile
| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 05/22/2025 |
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| Former registrations | |
| Contact Info | 610 xxxxxxx |
| AUM* | 123,968,882 8% |
| of that, discretionary | 29,651,395 14% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,549,611 -8% |
| % High Net Worth | 35.48% -11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
94M
81M
67M
54M
40M
27M
13M
2025
2026
Private Funds
No private funds