| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 05/29/2025 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 925 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Subscription fees (for a newsletter or periodical)
No private funds