Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 05/28/2025 |
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| Former registrations | |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 196,823,666 21% |
| of that, discretionary | 148,475,896 27% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,280,394 7% |
| % High Net Worth | 42.31% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
148M
127M
106M
85M
64M
42M
21M
2025
2026
Private Funds
No private funds