| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 05/28/2025 |
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| ADV Location | FOLSOM, CA, United States |
| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 120,350,195 |
| of that, discretionary | 120,350,195 100% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 310,982 |
| % High Net Worth | 32.32% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds