| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 06/26/2025 |
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| Contact Info | 302 xxxxxxx |
| AUM* | 107,481,071 |
| of that, discretionary | 105,814,630 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 262,790 |
| % High Net Worth | 34.57% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds