Adviser Profile
| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 06/23/2025 |
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| Former registrations | |
| Contact Info | N/A |
| Websites |
| AUM* | 1,484,874 |
| of that, discretionary | 469 100% |
| Number of Employees | 3 -50% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 24,342 |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Internet adviser
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1M
1M
1M
848K
636K
424K
212K
2025
2026
Private Funds
No private funds