| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 05/30/2025 |
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| ADV Location | PASADENA, CA, United States |
| Contact Info | (32 xxxxxxx |
| Websites |
| AUM* | 215,077,959 |
| of that, discretionary | 215,077,959 100% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,344,237 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds