Adviser Profile
| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 06/06/2025 |
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| Former registrations | |
| ADV Location | LARKSPUR, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 262,510,224 25% |
| of that, discretionary | 262,510,224 25% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 381,002 24% |
| % High Net Worth | 28.03% -72% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
263M
225M
188M
150M
113M
75M
38M
2025
2026
Private Funds
No private funds