| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 05/28/2025 |
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| ADV Location | SARASOTA, FL, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 115,735,000 |
| of that, discretionary | 115,735,000 100% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 367,413 |
| % High Net Worth | 40.57% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds